Merit 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
-2,267
Closed -$250K 1431
2024
Q4
$250K Buy
2,267
+38
+2% +$4.19K ﹤0.01% 1008
2024
Q3
$247K Buy
+2,229
New +$247K 0.01% 727
2024
Q1
Sell
-16,866
Closed -$1.86M 920
2023
Q4
$1.86M Buy
+16,866
New +$1.86M 0.06% 216