Prosperity 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 |
-2,484
| Closed | -$274K | – | 183 |
|
|
2024
Q4 | $274K | Buy |
+2,484
| New | +$274K | 0.14% | 124 |
|
|
2023
Q4 | – | Sell |
-4,455
| Closed | -$492K | – | 137 |
|
|
2023
Q3 | $492K | Buy |
4,455
+1,524
| +52% | +$168K | 0.41% | 54 |
|
|
2023
Q2 | $324K | Buy |
2,931
+1,120
| +62% | +$124K | 0.29% | 81 |
|
|
2023
Q1 | $200K | Buy |
+1,811
| New | +$200K | 0.2% | 98 |
|