RDA Financial Network’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
$535K Sell
4,848
-1,152
-19% -$127K 0.14% 142
2025
Q1
$663K Sell
6,000
-35
-0.6% -$3.87K 0.2% 113
2024
Q4
$665K Sell
6,035
-5,701
-49% -$628K 0.19% 114
2024
Q3
$1.3M Sell
11,736
-1,950
-14% -$216K 0.4% 74
2024
Q2
$1.51M Sell
13,686
-10,474
-43% -$1.16M 0.5% 61
2024
Q1
$2.67M Sell
24,160
-908
-4% -$100K 0.92% 28
2023
Q4
$2.76M Sell
25,068
-72
-0.3% -$7.93K 1.05% 26
2023
Q3
$2.78M Buy
25,140
+196
+0.8% +$21.7K 1.2% 22
2023
Q2
$2.76M Buy
24,944
+8,435
+51% +$932K 1.16% 26
2023
Q1
$1.82M Buy
+16,509
New +$1.82M 0.83% 36