SageView 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
2024
Q2
Sell
-5,915
Closed -$1.1M 733
2024
Q1
$1.1M Buy
+5,915
New +$1.1M 0.06% 186
2023
Q4
Sell
-7,938
Closed -$877K 354
2023
Q3
$877K Sell
7,938
-5,239
-40% -$579K 0.05% 230
2023
Q2
$1.46M Buy
+13,177
New +$1.46M 0.08% 168