Oak Harbor Wealth Partners’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 | $331 | Hold |
3
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $331 | Hold |
3
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $330 | Hold |
3
| – | – | ﹤0.01% | 223 |
|
|
2024
Q3 | $332 | Hold |
3
| – | – | ﹤0.01% | 216 |
|
|
2024
Q2 | $332 | Hold |
3
| – | – | ﹤0.01% | 216 |
|
|
2024
Q1 | $332 | Hold |
3
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $330 | Hold |
3
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $331 | Sell |
3
-1,807
| -100% | -$199K | ﹤0.01% | 222 |
|
|
2023
Q2 | $200K | Hold |
1,810
| – | – | 0.07% | 165 |
|
|
2023
Q1 | $200K | Buy |
1,810
+900
| +99% | +$99.5K | 0.07% | 164 |
|
|
2022
Q4 | $100K | Buy |
+910
| New | +$100K | 0.04% | 169 |
|