Leo Wealth LLC’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 | $595K | Hold |
5,389
| – | – | 0.05% | 214 |
|
|
2025
Q1 | $595K | Sell |
5,389
-120
| -2% | -$13.3K | 0.09% | 161 |
|
|
2024
Q4 | $607K | Sell |
5,509
-130
| -2% | -$14.3K | 0.05% | 209 |
|
|
2024
Q3 | $624K | Hold |
5,639
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $623K | Hold |
5,639
| – | – | 0.06% | 197 |
|
|
2024
Q1 | $623K | Hold |
5,639
| – | – | 0.06% | 192 |
|
|
2023
Q4 | $621K | Buy |
+5,639
| New | +$621K | 0.06% | 181 |
|