Leelyn Smith’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 | $1.14M | Buy |
10,327
+1,019
| +11% | +$113K | 0.19% | 92 |
|
|
2025
Q1 | $1.03M | Buy |
9,308
+4,753
| +104% | +$525K | 0.18% | 92 |
|
|
2024
Q4 | $502K | Buy |
4,555
+417
| +10% | +$45.9K | 0.09% | 104 |
|
|
2024
Q3 | $458K | Buy |
4,138
+228
| +6% | +$25.2K | 0.08% | 105 |
|
|
2024
Q2 | $432K | Buy |
3,910
+802
| +26% | +$88.6K | 0.08% | 106 |
|
|
2024
Q1 | $344K | Buy |
3,108
+302
| +11% | +$33.4K | 0.07% | 111 |
|
|
2023
Q4 | $309K | Buy |
+2,806
| New | +$309K | 0.07% | 112 |
|
|
2022
Q1 | – | Sell |
-464
| Closed | -$51K | – | 395 |
|
|
2021
Q4 | $51K | Sell |
464
-3
| -0.6% | -$330 | 0.01% | 198 |
|
|
2021
Q3 | $52K | Sell |
467
-4
| -0.8% | -$445 | 0.02% | 194 |
|
|
2021
Q2 | $52K | Buy |
471
+90
| +24% | +$9.94K | 0.02% | 195 |
|
|
2021
Q1 | $42K | Sell |
381
-1
| -0.3% | -$110 | 0.01% | 211 |
|
|
2020
Q4 | $42K | Sell |
382
-63
| -14% | -$6.93K | 0.01% | 202 |
|
|
2020
Q3 | $49K | Buy |
+445
| New | +$49K | 0.02% | 189 |
|
|
2020
Q2 | – | Sell |
-255
| Closed | -$28K | – | 420 |
|
|
2020
Q1 | $28K | Sell |
255
-1,067
| -81% | -$117K | 0.01% | 191 |
|
|
2019
Q4 | $119 | Buy |
+1,322
| New | +$119 | 0.06% | 139 |
|