Level Four Advisory 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 | $471K | Buy |
4,269
+1,039
| +32% | +$115K | 0.02% | 534 |
|
|
2025
Q1 | $357K | Buy |
3,230
+253
| +8% | +$27.9K | 0.01% | 575 |
|
|
2024
Q4 | $328K | Sell |
2,977
-166
| -5% | -$18.3K | 0.01% | 597 |
|
|
2024
Q3 | $348K | Buy |
+3,143
| New | +$348K | 0.01% | 599 |
|
|
2020
Q1 | – | Sell |
-5,029
| Closed | -$612K | – | 563 |
|
|
2019
Q4 | $612K | Buy |
+5,029
| New | +$612K | 0.02% | 356 |
|