MA
Mutual Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
59,518
+2,018
| +4% | +$223K | 0.16% | 135 |
|
|
2025
Q1 | $6.35M | Buy |
57,500
+3,464
| +6% | +$382K | 0.18% | 110 |
|
|
2024
Q4 | $5.96M | Buy |
54,036
+3,069
| +6% | +$338K | 0.17% | 112 |
|
|
2024
Q3 | $5.63M | Buy |
50,967
+2,271
| +5% | +$251K | 0.16% | 115 |
|
|
2024
Q2 | $5.38M | Sell |
48,696
-24,442
| -33% | -$2.7M | 0.16% | 131 |
|
|
2024
Q1 | $8.08M | Sell |
73,138
-7,459
| -9% | -$825K | 0.26% | 77 |
|
|
2023
Q4 | $8.88M | Sell |
80,597
-468,054
| -85% | -$51.5M | 0.31% | 58 |
|
|
2023
Q3 | $60.6M | Sell |
548,651
-229,631
| -30% | -$25.4M | 2.36% | 7 |
|
|
2023
Q2 | $86M | Buy |
778,282
+35,161
| +5% | +$3.88M | 3.26% | 4 |
|
|
2023
Q1 | $82.1M | Buy |
743,121
+335,262
| +82% | +$37M | 3.37% | 3 |
|
|
2022
Q4 | $44.8M | Buy |
407,859
+38,122
| +10% | +$4.19M | 2.01% | 7 |
|
|
2022
Q3 | $40.7M | Buy |
369,737
+328,604
| +799% | +$36.1M | 2.09% | 6 |
|
|
2022
Q2 | $4.53M | Buy |
41,133
+33,676
| +452% | +$3.71M | 0.3% | 75 |
|
|
2022
Q1 | $822K | Buy |
7,457
+503
| +7% | +$55.4K | 0.05% | 433 |
|
|
2021
Q4 | $768K | Sell |
6,954
-2,880
| -29% | -$318K | 0.04% | 461 |
|
|
2021
Q3 | $1.09M | Sell |
9,834
-642
| -6% | -$70.9K | 0.06% | 335 |
|
|
2021
Q2 | $1.16M | Sell |
10,476
-5,652
| -35% | -$624K | 0.07% | 327 |
|
|
2021
Q1 | $1.78M | Sell |
16,128
-1,036
| -6% | -$114K | 0.12% | 213 |
|
|
2020
Q4 | $1.9M | Sell |
17,164
-52,824
| -75% | -$5.84M | 0.14% | 176 |
|
|
2020
Q3 | $7.75M | Buy |
69,988
+38,704
| +124% | +$4.28M | 0.67% | 19 |
|
|
2020
Q2 | $3.46M | Sell |
31,284
-37,382
| -54% | -$4.14M | 0.34% | 63 |
|
|
2020
Q1 | $7.62M | Buy |
68,666
+41,784
| +155% | +$4.64M | 1.03% | 17 |
|
|
2019
Q4 | $2.97M | Sell |
26,882
-337
| -1% | -$37.2K | 0.32% | 71 |
|
|
2019
Q3 | $3.01M | Buy |
27,219
+347
| +1% | +$38.4K | 0.4% | 54 |
|
|
2019
Q2 | $2.97M | Sell |
26,872
-19,353
| -42% | -$2.14M | 0.39% | 52 |
|
|
2019
Q1 | $5.11M | Buy |
+46,225
| New | +$5.11M | 0.76% | 23 |
|