M. Kulyk & Associates’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 | $19.2M | Buy |
173,441
+11,323
| +7% | +$1.25M | 4.16% | 5 |
|
|
2025
Q1 | $17.9M | Sell |
162,118
-42,539
| -21% | -$4.7M | 4.1% | 3 |
|
|
2024
Q4 | $22.5M | Buy |
204,657
+4,799
| +2% | +$528K | 4.88% | 3 |
|
|
2024
Q3 | $22.1M | Buy |
199,858
+6,028
| +3% | +$667K | 4.45% | 4 |
|
|
2024
Q2 | $21.4M | Buy |
193,830
+2,331
| +1% | +$258K | 4.98% | 2 |
|
|
2024
Q1 | $21.2M | Sell |
191,499
-7,055
| -4% | -$780K | 4.91% | 3 |
|
|
2023
Q4 | $21.9M | Buy |
198,554
+28,445
| +17% | +$3.13M | 5.09% | 2 |
|
|
2023
Q3 | $18.8M | Buy |
170,109
+49,225
| +41% | +$5.44M | 5.22% | 2 |
|
|
2023
Q2 | $13.4M | Buy |
+120,884
| New | +$13.4M | 3.73% | 3 |
|