NFP Retirement Inc’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 | $138M | Buy |
1,245,522
+388,096
| +45% | +$42.9M | 9.09% | 2 |
|
|
2025
Q1 | $94.7M | Sell |
857,426
-333,358
| -28% | -$36.8M | 7.51% | 2 |
|
|
2024
Q4 | $131M | Buy |
1,190,784
+24,744
| +2% | +$2.72M | 10.35% | 2 |
|
|
2024
Q3 | $129M | Buy |
1,166,040
+62,380
| +6% | +$6.9M | 10.44% | 2 |
|
|
2024
Q2 | $122M | Buy |
1,103,660
+63,399
| +6% | +$7.01M | 10.22% | 2 |
|
|
2024
Q1 | $115M | Buy |
+1,040,261
| New | +$115M | 9.91% | 2 |
|