Larson Financial Group’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 | $245 | Hold |
2
| – | – | ﹤0.01% | 3001 |
|
|
2025
Q1 | $221 | Buy |
+2
| New | +$221 | ﹤0.01% | 2754 |
|
|
2022
Q4 | – | Sell |
-74
| Closed | -$8K | – | 1525 |
|
|
2022
Q3 | $8K | Buy |
74
+11
| +17% | +$1.19K | ﹤0.01% | 855 |
|
|
2022
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $7K | Hold |
63
| – | – | ﹤0.01% | 744 |
|
|
2021
Q4 | $7K | Hold |
63
| – | – | ﹤0.01% | 761 |
|
|
2021
Q3 | $7K | Hold |
63
| – | – | ﹤0.01% | 651 |
|
|
2021
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $7K | Buy |
+63
| New | +$7K | ﹤0.01% | 606 |
|
|
2019
Q4 | – | Sell |
-192
| Closed | -$21K | – | 654 |
|
|
2019
Q3 | $21K | Buy |
+192
| New | +$21K | 0.01% | 215 |
|