Salomon & Ludwin’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
$725K Sell
6,592
-214
-3% -$23.5K 0.07% 90
2025
Q1
$752K Sell
6,806
-1,992
-23% -$220K 0.08% 88
2024
Q4
$969K Buy
8,798
+13
+0.1% +$1.43K 0.1% 78
2024
Q3
$972K Buy
8,785
+15
+0.2% +$1.66K 0.1% 82
2024
Q2
$969K Sell
8,770
-4,480
-34% -$495K 0.11% 80
2024
Q1
$1.46M Buy
13,250
+574
+5% +$63.5K 0.13% 76
2023
Q4
$1.4M Hold
12,676
0.15% 72
2023
Q3
$1.4M Hold
12,676
0.15% 72
2023
Q2
$1.4M Buy
12,676
+3,600
+40% +$398K 0.15% 70
2023
Q1
$1M Sell
9,076
-262
-3% -$29K 0.12% 74
2022
Q4
$1.03M Buy
9,338
+2,156
+30% +$237K 0.13% 72
2022
Q3
$790K Buy
+7,182
New +$790K 0.12% 70