Napa 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
Q1 | – | Sell |
-7,374
| Closed | -$812K | – | 201 |
|
|
2024
Q4 | $812K | Buy |
7,374
+302
| +4% | +$33.3K | 0.35% | 79 |
|
|
2024
Q3 | $782K | Sell |
7,072
-16,132
| -70% | -$1.78M | 0.37% | 82 |
|
|
2024
Q2 | $2.56M | Buy |
23,204
+9,381
| +68% | +$1.04M | 1.73% | 13 |
|
|
2024
Q1 | $1.53M | Buy |
13,823
+7,540
| +120% | +$833K | 0.8% | 11 |
|
|
2023
Q4 | $692K | Buy |
+6,283
| New | +$692K | 0.38% | 56 |
|