Plum Street 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 | $917K | Sell |
8,304
-308
| -4% | -$34K | 0.4% | 46 |
|
|
2025
Q1 | $951K | Sell |
8,612
-3,350
| -28% | -$370K | 0.46% | 46 |
|
|
2024
Q4 | $1.32M | Buy |
11,962
+144
| +1% | +$15.9K | 0.65% | 37 |
|
|
2024
Q3 | $1.31M | Hold |
11,818
| – | – | 0.66% | 36 |
|
|
2024
Q2 | $1.31M | Hold |
11,818
| – | – | 0.76% | 34 |
|
|
2024
Q1 | $1.31M | Buy |
11,818
+45
| +0.4% | +$4.98K | 0.66% | 36 |
|
|
2023
Q4 | $1.3M | Buy |
+11,773
| New | +$1.3M | 0.86% | 30 |
|