Ruedi Wealth Management’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 | – | Sell |
-122
| Closed | -$13.4K | – | 273 |
|
|
2025
Q1 | $13.4K | Hold |
122
| – | – | ﹤0.01% | 148 |
|
|
2024
Q4 | $13.4K | Hold |
122
| – | – | ﹤0.01% | 151 |
|
|
2024
Q3 | $13.5K | Hold |
122
| – | – | ﹤0.01% | 152 |
|
|
2024
Q2 | $13.4K | Buy |
122
+1
| +0.8% | +$110 | 0.01% | 159 |
|
|
2024
Q1 | $13.3K | Buy |
121
+1
| +0.8% | +$110 | 0.01% | 146 |
|
|
2023
Q4 | $13.2K | Buy |
120
+2
| +2% | +$220 | 0.01% | 131 |
|
|
2023
Q3 | $13.1K | Buy |
118
+1
| +0.9% | +$111 | 0.01% | 119 |
|
|
2023
Q2 | $13K | Hold |
117
| – | – | 0.01% | 127 |
|
|
2023
Q1 | $12.9K | Hold |
117
| – | – | 0.01% | 143 |
|
|
2022
Q4 | $12.8K | Buy |
+117
| New | +$12.8K | 0.01% | 129 |
|