Maripau Wealth Management’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 | – | Sell |
-5,402
| Closed | -$597K | – | 168 |
|
|
2025
Q1 | $597K | Sell |
5,402
-1,606
| -23% | -$177K | 0.34% | 63 |
|
|
2024
Q4 | $772K | Buy |
+7,008
| New | +$772K | 0.46% | 47 |
|
|
2024
Q3 | – | Sell |
-4,965
| Closed | -$549K | – | 116 |
|
|
2024
Q2 | $549K | Buy |
4,965
+686
| +16% | +$75.8K | 0.37% | 63 |
|
|
2024
Q1 | $473K | Buy |
4,279
+1,668
| +64% | +$184K | 0.35% | 65 |
|
|
2023
Q4 | $288K | Buy |
2,611
+471
| +22% | +$51.9K | 0.25% | 79 |
|
|
2023
Q3 | $236K | Sell |
2,140
-1,608
| -43% | -$178K | 0.22% | 85 |
|
|
2023
Q2 | $414K | Sell |
3,748
-2,883
| -43% | -$318K | 0.37% | 54 |
|
|
2023
Q1 | $733K | Sell |
6,631
-7,982
| -55% | -$882K | 0.76% | 32 |
|
|
2022
Q4 | $1.61M | Sell |
14,613
-1,644
| -10% | -$181K | 1.67% | 16 |
|
|
2022
Q3 | $1.79M | Buy |
16,257
+8,906
| +121% | +$980K | 1.93% | 14 |
|
|
2022
Q2 | $808K | Sell |
7,351
-1,527
| -17% | -$168K | 0.87% | 28 |
|
|
2022
Q1 | $978K | Buy |
+8,878
| New | +$978K | 0.88% | 25 |
|