RCS
Retirement Capital Strategies’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
11,524
+6,987
| +154% | +$772K | 0.5% | 36 |
|
|
2025
Q1 | $501K | Hold |
4,537
| – | – | 0.2% | 61 |
|
|
2024
Q4 | $500K | Buy |
+4,537
| New | +$500K | 0.19% | 58 |
|
|
2024
Q1 | – | Sell |
-3,495
| Closed | -$385K | – | 79 |
|
|
2023
Q4 | $385K | Sell |
3,495
-108,876
| -97% | -$12M | 0.17% | 57 |
|
|
2023
Q3 | $12.4M | Buy |
+112,371
| New | +$12.4M | 5.81% | 6 |
|
|
2023
Q2 | – | Sell |
-36,419
| Closed | -$4.02M | – | 66 |
|
|
2023
Q1 | $4.02M | Sell |
36,419
-8,679
| -19% | -$959K | 1.96% | 13 |
|
|
2022
Q4 | $4.96M | Buy |
45,098
+2,084
| +5% | +$229K | 2.43% | 11 |
|
|
2022
Q3 | $4.73M | Buy |
+43,014
| New | +$4.73M | 2.17% | 12 |
|
|
2020
Q4 | – | Sell |
-1,824
| Closed | -$202K | – | 73 |
|
|
2020
Q3 | $202K | Buy |
+1,824
| New | +$202K | 0.09% | 60 |
|