Salem Investment Counselors’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 | $355K | Sell |
3,215
-380
| -11% | -$42K | 0.01% | 313 |
|
|
2025
Q1 | $397K | Sell |
3,595
-165
| -4% | -$18.2K | 0.01% | 282 |
|
|
2024
Q4 | $414K | Hold |
3,760
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $416K | Sell |
3,760
-45
| -1% | -$4.98K | 0.01% | 288 |
|
|
2024
Q2 | $420K | Hold |
3,805
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $421K | Sell |
3,805
-275
| -7% | -$30.4K | 0.01% | 281 |
|
|
2023
Q4 | $449K | Sell |
4,080
-282
| -6% | -$31.1K | 0.02% | 265 |
|
|
2023
Q3 | $482K | Sell |
4,362
-430
| -9% | -$47.5K | 0.02% | 246 |
|
|
2023
Q2 | $529K | Buy |
4,792
+282
| +6% | +$31.1K | 0.02% | 234 |
|
|
2023
Q1 | $498K | Hold |
4,510
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $496K | Buy |
+4,510
| New | +$496K | 0.02% | 241 |
|