Oak Family 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 | $7.52M | Buy |
68,059
+43,437
| +176% | +$4.8M | 2.37% | 11 |
|
|
2025
Q1 | $2.72M | Sell |
24,622
-2,170
| -8% | -$240K | 0.92% | 32 |
|
|
2024
Q4 | $2.95M | Buy |
26,792
+4,216
| +19% | +$464K | 1.07% | 30 |
|
|
2024
Q3 | $2.5M | Buy |
22,576
+2,208
| +11% | +$244K | 0.77% | 36 |
|
|
2024
Q2 | $2.25M | Sell |
20,368
-3,304
| -14% | -$365K | 0.77% | 34 |
|
|
2024
Q1 | $2.62M | Buy |
23,672
+11,840
| +100% | +$1.31M | 1.01% | 33 |
|
|
2023
Q4 | $1.3M | Buy |
11,832
+2,888
| +32% | +$318K | 0.55% | 49 |
|
|
2023
Q3 | $988K | Buy |
8,944
+4,035
| +82% | +$446K | 0.47% | 47 |
|
|
2023
Q2 | $542K | Sell |
4,909
-11,215
| -70% | -$1.24M | 0.26% | 72 |
|
|
2023
Q1 | $1.78M | Sell |
16,124
-12,509
| -44% | -$1.38M | 0.88% | 33 |
|
|
2022
Q4 | $3.15M | Buy |
28,633
+25,907
| +950% | +$2.85M | 1.68% | 21 |
|
|
2022
Q3 | $300K | Sell |
2,726
-15,128
| -85% | -$1.66M | 0.16% | 89 |
|
|
2022
Q2 | $1.97M | Buy |
+17,854
| New | +$1.97M | 0.99% | 28 |
|