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 |
|