Leibman Financial Services’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 | $807K | Sell |
7,312
-2,343
| -24% | -$259K | 0.62% | 42 |
|
|
2025
Q1 | $1.07M | Hold |
9,655
| – | – | 0.83% | 38 |
|
|
2024
Q4 | $1.06M | Sell |
9,655
-719
| -7% | -$79.2K | 0.78% | 41 |
|
|
2024
Q3 | $1.15M | Sell |
10,374
-365
| -3% | -$40.4K | 0.81% | 36 |
|
|
2024
Q2 | $1.19M | Sell |
10,739
-395
| -4% | -$43.6K | 0.88% | 37 |
|
|
2024
Q1 | $1.23M | Sell |
11,134
-192
| -2% | -$21.2K | 0.94% | 36 |
|
|
2023
Q4 | $1.25M | Buy |
+11,326
| New | +$1.25M | 1.04% | 36 |
|