Lowe Brockenbrough & Co’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 | $4.55M | Sell |
41,250
-28,963
| -41% | -$3.2M | 0.26% | 86 |
|
|
2025
Q1 | $7.76M | Sell |
70,213
-5,050
| -7% | -$558K | 0.51% | 59 |
|
|
2024
Q4 | $8.29M | Sell |
75,263
-3,020
| -4% | -$333K | 0.53% | 57 |
|
|
2024
Q3 | $8.66M | Buy |
78,283
+177
| +0.2% | +$19.6K | 0.55% | 56 |
|
|
2024
Q2 | $8.63M | Sell |
78,106
-9,739
| -11% | -$1.08M | 0.57% | 57 |
|
|
2024
Q1 | $9.71M | Sell |
87,845
-17,761
| -17% | -$1.96M | 0.66% | 47 |
|
|
2023
Q4 | $11.6M | Buy |
105,606
+2,331
| +2% | +$257K | 0.9% | 34 |
|
|
2023
Q3 | $11.4M | Sell |
103,275
-12,756
| -11% | -$1.41M | 0.89% | 34 |
|
|
2023
Q2 | $12.8M | Sell |
116,031
-2,093
| -2% | -$231K | 0.97% | 32 |
|
|
2023
Q1 | $13.1M | Buy |
118,124
+1,948
| +2% | +$215K | 1.06% | 29 |
|
|
2022
Q4 | $12.8M | Buy |
116,176
+43,333
| +59% | +$4.76M | 1.11% | 27 |
|
|
2022
Q3 | $8.01M | Buy |
72,843
+21,166
| +41% | +$2.33M | 0.77% | 41 |
|
|
2022
Q2 | $5.69M | Buy |
+51,677
| New | +$5.69M | 0.5% | 63 |
|