Phillips Financial 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 | $26.8K | Hold |
243
| – | – | ﹤0.01% | 239 |
|
|
2025
Q1 | $26.8K | Hold |
243
| – | – | ﹤0.01% | 229 |
|
|
2024
Q4 | $26.8K | Hold |
243
| – | – | ﹤0.01% | 222 |
|
|
2024
Q3 | $26.9K | Hold |
243
| – | – | ﹤0.01% | 236 |
|
|
2024
Q2 | $26.9K | Hold |
243
| – | – | ﹤0.01% | 230 |
|
|
2024
Q1 | $26.9K | Buy |
243
+214
| +738% | +$23.7K | ﹤0.01% | 220 |
|
|
2023
Q4 | $3.19K | Buy |
+29
| New | +$3.19K | ﹤0.01% | 242 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$28K | – | 235 |
|
|
2022
Q3 | $28K | Buy |
+250
| New | +$28K | ﹤0.01% | 185 |
|