MGB 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 | $587K | Hold |
5,312
| – | – | 0.19% | 109 |
|
|
2025
Q1 | $587K | Sell |
5,312
-58
| -1% | -$6.41K | 0.21% | 108 |
|
|
2024
Q4 | $591K | Buy |
5,370
+3,137
| +140% | +$345K | 0.18% | 97 |
|
|
2024
Q3 | $247K | Hold |
2,233
| – | – | 0.09% | 161 |
|
|
2024
Q2 | $246K | Hold |
2,233
| – | – | 0.09% | 172 |
|
|
2024
Q1 | $247K | Sell |
2,233
-160
| -7% | -$17.7K | 0.1% | 168 |
|
|
2023
Q4 | $264K | Buy |
+2,393
| New | +$264K | 0.13% | 155 |
|