Menard Financial 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
Q1 | – | Sell |
-223
| Closed | -$24.6K | – | 268 |
|
|
2024
Q4 | $24.6K | Buy |
+223
| New | +$24.6K | 0.01% | 205 |
|
|
2023
Q2 | – | Sell |
-3,502
| Closed | -$387K | – | 75 |
|
|
2023
Q1 | $387K | Hold |
3,502
| – | – | 0.89% | 32 |
|
|
2022
Q4 | $385K | Sell |
3,502
-2,103
| -38% | -$231K | 0.92% | 29 |
|
|
2022
Q3 | $617K | Hold |
5,605
| – | – | 1.12% | 20 |
|
|
2022
Q2 | $617K | Sell |
5,605
-5,997
| -52% | -$660K | 1.01% | 26 |
|
|
2022
Q1 | $1.28M | Buy |
+11,602
| New | +$1.28M | 1.26% | 13 |
|