Paulson Wealth Management’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 | – | Sell |
-93,675
| Closed | -$10.3M | – | 145 |
|
|
2025
Q1 | $10.3M | Buy |
93,675
+2,395
| +3% | +$265K | 2.91% | 9 |
|
|
2024
Q4 | $10.1M | Buy |
91,280
+5,026
| +6% | +$553K | 2.74% | 9 |
|
|
2024
Q3 | $9.54M | Sell |
86,254
-4,716
| -5% | -$522K | 2.55% | 9 |
|
|
2024
Q2 | $10.1M | Buy |
90,970
+896
| +1% | +$99K | 2.93% | 8 |
|
|
2024
Q1 | $9.96M | Buy |
90,074
+2,268
| +3% | +$251K | 2.93% | 8 |
|
|
2023
Q4 | $9.67M | Buy |
87,806
+6,689
| +8% | +$737K | 3.1% | 7 |
|
|
2023
Q3 | $8.96M | Buy |
81,117
+1,089
| +1% | +$120K | 3.13% | 7 |
|
|
2023
Q2 | $8.84M | Buy |
80,028
+2,194
| +3% | +$242K | 3.02% | 7 |
|
|
2023
Q1 | $8.6M | Buy |
77,834
+3,740
| +5% | +$413K | 3.82% | 7 |
|
|
2022
Q4 | $8.14M | Sell |
74,094
-2,417
| -3% | -$266K | 3.97% | 7 |
|
|
2022
Q3 | $8.42M | Buy |
+76,511
| New | +$8.42M | 4.53% | 8 |
|