Principal Financial Group’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
Q1 | – | Sell |
-15,015
| Closed | -$1.65M | – | 2212 |
|
|
2024
Q4 | $1.65M | Buy |
15,015
+5,625
| +60% | +$619K | ﹤0.01% | 1817 |
|
|
2024
Q3 | $1.04M | Sell |
9,390
-10,050
| -52% | -$1.11M | ﹤0.01% | 1851 |
|
|
2024
Q2 | $2.15M | Buy |
19,440
+8,575
| +79% | +$948K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $1.2M | Sell |
10,865
-14,385
| -57% | -$1.59M | ﹤0.01% | 1845 |
|
|
2023
Q4 | $2.78M | Buy |
25,250
+2,750
| +12% | +$303K | ﹤0.01% | 1717 |
|
|
2023
Q3 | $2.49M | Sell |
22,500
-21,200
| -49% | -$2.34M | ﹤0.01% | 1724 |
|
|
2023
Q2 | $4.83M | Buy |
43,700
+7,993
| +22% | +$883K | ﹤0.01% | 1532 |
|
|
2023
Q1 | $3.95M | Buy |
35,707
+12,332
| +53% | +$1.36M | ﹤0.01% | 1615 |
|
|
2022
Q4 | $2.57M | Buy |
+23,375
| New | +$2.57M | ﹤0.01% | 1719 |
|
|
2020
Q1 | – | Sell |
-2,736
| Closed | -$302K | – | 2246 |
|
|
2019
Q4 | $302K | Sell |
2,736
-568
| -17% | -$62.7K | ﹤0.01% | 2055 |
|
|
2019
Q3 | $365K | Sell |
3,304
-2,232
| -40% | -$247K | ﹤0.01% | 2016 |
|
|
2019
Q2 | $613K | Buy |
5,536
+31
| +0.6% | +$3.43K | ﹤0.01% | 1921 |
|
|
2019
Q1 | $609K | Buy |
+5,505
| New | +$609K | ﹤0.01% | 1895 |
|