PFA
Pathway Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
11,481
| – | – | 0.19% | 51 |
|
|
2025
Q1 | $1.27M | Sell |
11,481
-859
| -7% | -$94.9K | 0.23% | 49 |
|
|
2024
Q4 | $1.36M | Buy |
12,340
+1,200
| +11% | +$132K | 0.31% | 41 |
|
|
2024
Q3 | $1.23M | Hold |
11,140
| – | – | 0.32% | 43 |
|
|
2024
Q2 | $1.23M | Sell |
11,140
-902
| -7% | -$99.7K | 0.33% | 42 |
|
|
2024
Q1 | $1.33M | Hold |
12,042
| – | – | 0.36% | 37 |
|
|
2023
Q4 | $1.33M | Sell |
12,042
-1,133
| -9% | -$125K | 0.38% | 36 |
|
|
2023
Q3 | $1.46M | Hold |
13,175
| – | – | 0.5% | 30 |
|
|
2023
Q2 | $1.46M | Hold |
13,175
| – | – | 0.47% | 31 |
|
|
2023
Q1 | $1.46M | Sell |
13,175
-1,990
| -13% | -$220K | 0.49% | 30 |
|
|
2022
Q4 | $1.67M | Sell |
15,165
-309
| -2% | -$34K | 0.51% | 24 |
|
|
2022
Q3 | $1.7M | Hold |
15,474
| – | – | 0.59% | 22 |
|
|
2022
Q2 | $1.7M | Hold |
15,474
| – | – | 0.71% | 23 |
|
|
2022
Q1 | $1.71M | Sell |
15,474
-3,669
| -19% | -$405K | 0.64% | 26 |
|
|
2021
Q4 | $2.11M | Buy |
+19,143
| New | +$2.11M | 0.75% | 21 |
|
|
2021
Q1 | $2.1M | Sell |
18,978
-954
| -5% | -$105K | 0.83% | 20 |
|
|
2020
Q4 | $2.2M | Sell |
19,932
-26,561
| -57% | -$2.94M | 0.91% | 16 |
|
|
2020
Q3 | $5.15M | Sell |
46,493
-18,464
| -28% | -$2.04M | 1.99% | 9 |
|
|
2020
Q2 | $7.19M | Sell |
64,957
-3,202
| -5% | -$355K | 2.16% | 8 |
|
|
2020
Q1 | $7.56M | Buy |
68,159
+11,373
| +20% | +$1.26M | 2.52% | 6 |
|
|
2019
Q4 | $6.28M | Sell |
56,786
-91
| -0.2% | -$10.1K | 1.78% | 10 |
|
|
2019
Q3 | $6.29M | Sell |
56,877
-12,695
| -18% | -$1.4M | 1.8% | 11 |
|
|
2019
Q2 | $7.7M | Buy |
69,572
+272
| +0.4% | +$30.1K | 2.27% | 9 |
|
|
2019
Q1 | $7.66M | Buy |
+69,300
| New | +$7.66M | 2.38% | 9 |
|