Lake Hills Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
6,006
+132
| +2% | +$14.6K | 0.38% | 26 |
|
|
2025
Q1 | $649K | Sell |
5,874
-216
| -4% | -$23.9K | 0.45% | 23 |
|
|
2024
Q4 | $671K | Sell |
6,090
-1,767
| -22% | -$195K | 0.46% | 39 |
|
|
2024
Q3 | $869K | Buy |
7,857
+1,784
| +29% | +$197K | 0.58% | 34 |
|
|
2024
Q2 | $671K | Sell |
6,073
-5,002
| -45% | -$553K | 0.48% | 33 |
|
|
2024
Q1 | $1.22M | Sell |
11,075
-27,271
| -71% | -$3.01M | 1.1% | 29 |
|
|
2023
Q4 | $4.22M | Buy |
38,346
+19,211
| +100% | +$2.12M | 4.22% | 9 |
|
|
2023
Q3 | $2.11M | Buy |
+19,135
| New | +$2.11M | 2.14% | 13 |
|
|
2023
Q2 | – | Sell |
-5,132
| Closed | -$567K | – | 47 |
|
|
2023
Q1 | $567K | Sell |
5,132
-49,248
| -91% | -$5.44M | 0.59% | 23 |
|
|
2022
Q4 | $5.98M | Buy |
+54,380
| New | +$5.98M | 5.96% | 6 |
|
|
2022
Q3 | – | Sell |
-198,751
| Closed | -$21.9M | – | 17 |
|
|
2022
Q2 | $21.9M | Buy |
+198,751
| New | +$21.9M | 16.18% | 1 |
|