RIA Advisory 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
Q2 | $5.85M | Sell |
52,942
-8,603
| -14% | -$950K | 1.72% | 15 |
|
|
2025
Q1 | $6.8M | Buy |
61,545
+51,453
| +510% | +$5.68M | 2.21% | 8 |
|
|
2024
Q4 | $1.11M | Sell |
10,092
-2,725
| -21% | -$300K | 0.38% | 44 |
|
|
2024
Q3 | $1.42M | Buy |
+12,817
| New | +$1.42M | 0.5% | 31 |
|
|
2024
Q1 | $2.03M | Buy |
+18,341
| New | +$2.03M | 0.82% | 22 |
|
|
2023
Q4 | – | Sell |
-2,877
| Closed | -$318K | – | 182 |
|
|
2023
Q3 | $318K | Buy |
+2,877
| New | +$318K | 0.14% | 78 |
|