Leavell Investment Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $973K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $827K | Sell |
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|
2024
Q2 | $954K | Sell |
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|
2024
Q1 | $957K | Hold |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $792K | Buy |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $727K | Hold |
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|
2022
Q4 | $723K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $473K | Hold |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $471K | Buy |
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