Mather 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
2025
Q2
Sell
-11
Closed -$1.22K 1527
2025
Q1
$1.22K Hold
11
﹤0.01% 1619
2024
Q4
$1.21K Hold
11
﹤0.01% 1593
2024
Q3
$1.22K Sell
11
-190
-95% -$21K ﹤0.01% 1541
2024
Q2
$22.2K Buy
201
+60
+43% +$6.63K ﹤0.01% 1241
2024
Q1
$15.5K Buy
+141
New +$15.5K ﹤0.01% 1105
2022
Q2
Sell
-2,205
Closed -$243K 465
2022
Q1
$243K Buy
+2,205
New +$243K ﹤0.01% 386