Mayflower Financial Advisors’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 | $638K | Buy |
5,781
+40
| +0.7% | +$4.42K | 0.09% | 200 |
|
|
2025
Q1 | $634K | Sell |
5,741
-285
| -5% | -$31.5K | 0.1% | 197 |
|
|
2024
Q4 | $664K | Sell |
6,026
-24
| -0.4% | -$2.64K | 0.1% | 186 |
|
|
2024
Q3 | $669K | Sell |
6,050
-21
| -0.3% | -$2.32K | 0.1% | 183 |
|
|
2024
Q2 | $671K | Sell |
6,071
-515
| -8% | -$56.9K | 0.11% | 176 |
|
|
2024
Q1 | $728K | Sell |
6,586
-6,387
| -49% | -$706K | 0.12% | 170 |
|
|
2023
Q4 | $1.43M | Buy |
+12,973
| New | +$1.43M | 0.2% | 103 |
|