Mount Yale Investment Advisors’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 | $55K | Buy |
+498
| New | +$55K | ﹤0.01% | 793 |
|
|
2025
Q1 | – | Sell |
-4,274
| Closed | -$471K | – | 569 |
|
|
2024
Q4 | $471K | Buy |
4,274
+2,368
| +124% | +$261K | 0.04% | 348 |
|
|
2024
Q3 | $211K | Sell |
1,906
-2,370
| -55% | -$262K | 0.02% | 508 |
|
|
2024
Q2 | $472K | Hold |
4,276
| – | – | 0.04% | 354 |
|
|
2024
Q1 | $473K | Sell |
4,276
-11,707
| -73% | -$1.29M | 0.04% | 364 |
|
|
2023
Q4 | $1.76M | Sell |
15,983
-1,471
| -8% | -$162K | 0.17% | 136 |
|
|
2023
Q3 | $1.93M | Sell |
17,454
-1,414
| -7% | -$156K | 0.21% | 109 |
|
|
2023
Q2 | $2.08M | Buy |
18,868
+3,173
| +20% | +$350K | 0.22% | 103 |
|
|
2023
Q1 | $1.73M | Buy |
+15,695
| New | +$1.73M | 0.19% | 114 |
|