Mission 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 | $242K | Sell |
2,191
-1,819
| -45% | -$201K | 0.01% | 589 |
|
|
2025
Q1 | $443K | Buy |
4,010
+243
| +6% | +$26.8K | 0.01% | 463 |
|
|
2024
Q4 | $415K | Sell |
3,767
-517
| -12% | -$56.9K | 0.01% | 455 |
|
|
2024
Q3 | $474K | Sell |
4,284
-233
| -5% | -$25.8K | 0.01% | 424 |
|
|
2024
Q2 | $499K | Sell |
4,517
-2,663
| -37% | -$294K | 0.01% | 389 |
|
|
2024
Q1 | $794K | Hold |
7,180
| – | – | 0.02% | 323 |
|
|
2023
Q4 | $791K | Buy |
7,180
+16
| +0.2% | +$1.76K | 0.03% | 275 |
|
|
2023
Q3 | $791K | Sell |
7,164
-1,244
| -15% | -$137K | 0.03% | 250 |
|
|
2023
Q2 | $929K | Sell |
8,408
-4,603
| -35% | -$508K | 0.04% | 223 |
|
|
2023
Q1 | $1.44M | Buy |
13,011
+5,168
| +66% | +$571K | 0.06% | 164 |
|
|
2022
Q4 | $862K | Buy |
+7,843
| New | +$862K | 0.04% | 221 |
|