Latitude Advisors’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 | $210K | Buy |
1,902
+53
| +3% | +$5.85K | 0.11% | 198 |
|
|
2025
Q1 | $204K | Sell |
1,849
-15,174
| -89% | -$1.68M | 0.12% | 183 |
|
|
2024
Q4 | $1.87M | Buy |
+17,023
| New | +$1.87M | 1.06% | 19 |
|
|
2023
Q2 | – | Sell |
-17,581
| Closed | -$1.94M | – | 191 |
|
|
2023
Q1 | $1.94M | Buy |
+17,581
| New | +$1.94M | 1.4% | 13 |
|
|
2022
Q4 | – | Sell |
-30,313
| Closed | -$3.33M | – | 165 |
|
|
2022
Q3 | $3.33M | Sell |
30,313
-40,667
| -57% | -$4.47M | 2.75% | 7 |
|
|
2022
Q2 | $7.82M | Buy |
+70,980
| New | +$7.82M | 7.18% | 1 |
|