Principal Securities’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
$2.24M Sell
20,319
-4,230
-17% -$467K 0.04% 377
2025
Q1
$2.7M Buy
24,549
+5
+0% +$551 0.06% 290
2024
Q4
$2.7M Buy
24,544
+2,165
+10% +$238K 0.06% 289
2024
Q3
$2.48M Sell
22,379
-18,648
-45% -$2.06M 0.06% 284
2024
Q2
$4.53M Buy
41,027
+18,780
+84% +$2.08M 0.12% 153
2024
Q1
$2.46M Buy
22,247
+9,390
+73% +$1.04M 0.08% 244
2023
Q4
$1.42M Buy
+12,857
New +$1.42M 0.05% 322