Morris Financial Concepts’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 | $7.98M | Buy |
72,264
+3,954
| +6% | +$437K | 3.17% | 7 |
|
|
2025
Q1 | $7.55M | Buy |
68,310
+2,095
| +3% | +$231K | 3.17% | 7 |
|
|
2024
Q4 | $7.29M | Buy |
66,215
+3,596
| +6% | +$396K | 3.13% | 8 |
|
|
2024
Q3 | $6.93M | Buy |
62,619
+3,311
| +6% | +$366K | 2.98% | 9 |
|
|
2024
Q2 | $6.55M | Buy |
59,308
+8,045
| +16% | +$889K | 3.14% | 9 |
|
|
2024
Q1 | $5.67M | Buy |
51,263
+1,073
| +2% | +$119K | 2.9% | 9 |
|
|
2023
Q4 | $5.53M | Buy |
50,190
+2,458
| +5% | +$271K | 3.16% | 9 |
|
|
2023
Q3 | $5.27M | Sell |
47,732
-3,289
| -6% | -$363K | 3.5% | 9 |
|
|
2023
Q2 | $5.64M | Buy |
51,021
+9,071
| +22% | +$1M | 3.64% | 8 |
|
|
2023
Q1 | $4.64M | Buy |
41,950
+20,235
| +93% | +$2.24M | 3.27% | 8 |
|
|
2022
Q4 | $2.39M | Buy |
21,715
+20,669
| +1,976% | +$2.27M | 1.93% | 11 |
|
|
2022
Q3 | $115K | Buy |
1,046
+752
| +256% | +$82.7K | 0.12% | 71 |
|
|
2022
Q2 | $32K | Sell |
294
-105
| -26% | -$11.4K | 0.03% | 90 |
|
|
2022
Q1 | $44K | Hold |
399
| – | – | 0.04% | 89 |
|
|
2021
Q4 | $44K | Buy |
+399
| New | +$44K | 0.04% | 82 |
|