MSA
Marino Stram & Associates’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
26,313
+5,171
| +24% | +$571K | 0.59% | 30 |
|
|
2025
Q1 | $2.34M | Sell |
21,142
-3,495
| -14% | -$386K | 0.52% | 39 |
|
|
2024
Q4 | $2.71M | Buy |
24,637
+9,756
| +66% | +$1.07M | 0.6% | 28 |
|
|
2024
Q3 | $1.65M | Buy |
14,881
+2,956
| +25% | +$327K | 0.37% | 44 |
|
|
2024
Q2 | $1.32M | Buy |
11,925
+1,263
| +12% | +$140K | 0.32% | 53 |
|
|
2024
Q1 | $1.18M | Buy |
10,662
+1,022
| +11% | +$113K | 0.28% | 57 |
|
|
2023
Q4 | $1.06M | Buy |
9,640
+1,246
| +15% | +$137K | 0.27% | 58 |
|
|
2023
Q3 | $927K | Sell |
8,394
-400
| -5% | -$44.2K | 0.27% | 57 |
|
|
2023
Q2 | $957K | Sell |
8,794
-254
| -3% | -$27.6K | 0.27% | 60 |
|
|
2023
Q1 | $1,000K | Buy |
9,048
+3,559
| +65% | +$393K | 0.3% | 56 |
|
|
2022
Q4 | $603K | Buy |
+5,489
| New | +$603K | 0.19% | 85 |
|