Meridian 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 | $9.21M | Buy |
83,397
+4,686
| +6% | +$517K | 0.39% | 52 |
|
|
2025
Q1 | $8.69M | Sell |
78,711
-4,419
| -5% | -$488K | 0.42% | 53 |
|
|
2024
Q4 | $9.15M | Buy |
83,130
+42,724
| +106% | +$4.7M | 0.43% | 51 |
|
|
2024
Q3 | $4.47M | Buy |
+40,406
| New | +$4.47M | 0.22% | 103 |
|
|
2024
Q2 | – | Sell |
-60,097
| Closed | -$6.64M | – | 478 |
|
|
2024
Q1 | $6.64M | Buy |
60,097
+14,228
| +31% | +$1.57M | 1.11% | 19 |
|
|
2023
Q4 | $5.05M | Sell |
45,869
-40,527
| -47% | -$4.46M | 0.32% | 70 |
|
|
2023
Q3 | $9.54M | Buy |
86,396
+82,195
| +1,957% | +$9.08M | 0.58% | 30 |
|
|
2023
Q2 | $464K | Buy |
+4,201
| New | +$464K | 0.04% | 342 |
|
|
2021
Q1 | – | Sell |
-7,062
| Closed | -$780K | – | 374 |
|
|
2020
Q4 | $780K | Sell |
7,062
-636
| -8% | -$70.2K | 0.12% | 142 |
|
|
2020
Q3 | $852K | Buy |
+7,698
| New | +$852K | 0.21% | 95 |
|