Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,250
| Closed | -$248K | – | 107 |
|
|
2024
Q1 | $248K | Hold |
2,250
| – | – | 0.07% | 91 |
|
|
2023
Q4 | $248K | Hold |
2,250
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $249K | Sell |
2,250
-650
| -22% | -$71.8K | 0.08% | 94 |
|
|
2023
Q2 | $320K | Sell |
2,900
-750
| -21% | -$82.8K | 0.09% | 80 |
|
|
2023
Q1 | $403K | Hold |
3,650
| – | – | 0.12% | 62 |
|
|
2022
Q4 | $401K | Buy |
+3,650
| New | +$401K | 0.13% | 58 |
|