OneDigital Investment 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 | $1.83M | Sell |
16,592
-5,808
| -26% | -$641K | 0.02% | 455 |
|
|
2025
Q1 | $2.47M | Sell |
22,400
-3,986
| -15% | -$440K | 0.03% | 354 |
|
|
2024
Q4 | $2.91M | Sell |
26,386
-4,800
| -15% | -$529K | 0.03% | 341 |
|
|
2024
Q3 | $3.45M | Sell |
31,186
-70,524
| -69% | -$7.8M | 0.04% | 311 |
|
|
2024
Q2 | $11.2M | Sell |
101,710
-3,299
| -3% | -$365K | 0.14% | 125 |
|
|
2024
Q1 | $11.6M | Sell |
105,009
-28,723
| -21% | -$3.18M | 0.18% | 113 |
|
|
2023
Q4 | $14.7M | Sell |
133,732
-56,914
| -30% | -$6.27M | 0.26% | 86 |
|
|
2023
Q3 | $21.1M | Buy |
190,646
+12,945
| +7% | +$1.43M | 0.46% | 51 |
|
|
2023
Q2 | $19.6M | Buy |
177,701
+18,101
| +11% | +$2M | 0.43% | 52 |
|
|
2023
Q1 | $17.6M | Buy |
159,600
+34,366
| +27% | +$3.8M | 0.41% | 54 |
|
|
2022
Q4 | $13.8M | Buy |
125,234
+80,227
| +178% | +$8.82M | 0.4% | 56 |
|
|
2022
Q3 | $4.95M | Buy |
45,007
+33,903
| +305% | +$3.73M | 0.18% | 88 |
|
|
2022
Q2 | $1.22M | Buy |
11,104
+741
| +7% | +$81.6K | 0.05% | 224 |
|
|
2022
Q1 | $1.14M | Buy |
10,363
+2,291
| +28% | +$253K | 0.04% | 239 |
|
|
2021
Q4 | $891K | Buy |
8,072
+92
| +1% | +$10.2K | 0.03% | 298 |
|
|
2021
Q3 | $882K | Sell |
7,980
-312
| -4% | -$34.5K | 0.04% | 292 |
|
|
2021
Q2 | $916K | Sell |
8,292
-15
| -0.2% | -$1.66K | 0.04% | 270 |
|
|
2021
Q1 | $918K | Buy |
8,307
+207
| +3% | +$22.9K | 0.04% | 259 |
|
|
2020
Q4 | $895K | Buy |
8,100
+3,752
| +86% | +$415K | 0.05% | 241 |
|
|
2020
Q3 | $481K | Sell |
4,348
-37,634
| -90% | -$4.16M | 0.03% | 314 |
|
|
2020
Q2 | $4.65M | Sell |
41,982
-8,837
| -17% | -$979K | 0.33% | 64 |
|
|
2020
Q1 | $5.64M | Buy |
50,819
+28,914
| +132% | +$3.21M | 0.5% | 43 |
|
|
2019
Q4 | $2.42M | Buy |
+21,905
| New | +$2.42M | 0.19% | 112 |
|