Milestone Asset 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 | $3.12M | Buy |
28,255
+687
| +2% | +$75.9K | 0.66% | 36 |
|
|
2025
Q1 | $3.05M | Buy |
27,568
+225
| +0.8% | +$24.9K | 0.65% | 36 |
|
|
2024
Q4 | $3.01M | Buy |
27,343
+1,648
| +6% | +$181K | 0.66% | 39 |
|
|
2024
Q3 | $2.84M | Buy |
25,695
+2,160
| +9% | +$239K | 0.64% | 35 |
|
|
2024
Q2 | $2.6M | Buy |
23,535
+3,210
| +16% | +$355K | 0.65% | 34 |
|
|
2024
Q1 | $2.25M | Buy |
+20,325
| New | +$2.25M | 0.64% | 39 |
|