Sandy Cove Advisors’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 | $1.02M | Buy |
9,205
+825
| +10% | +$91.1K | 0.37% | 43 |
|
|
2025
Q1 | $926K | Buy |
8,380
+1,627
| +24% | +$180K | 0.37% | 46 |
|
|
2024
Q4 | $744K | Sell |
6,753
-74
| -1% | -$8.15K | 0.29% | 52 |
|
|
2024
Q3 | $755K | Sell |
6,827
-2,541
| -27% | -$281K | 0.31% | 52 |
|
|
2024
Q2 | $1.04M | Sell |
9,368
-24
| -0.3% | -$2.65K | 0.46% | 37 |
|
|
2024
Q1 | $1.04M | Sell |
9,392
-107
| -1% | -$11.8K | 0.48% | 37 |
|
|
2023
Q4 | $1.05M | Sell |
9,499
-907
| -9% | -$99.9K | 0.54% | 37 |
|
|
2023
Q3 | $1.15M | Buy |
10,406
+74
| +0.7% | +$8.18K | 0.67% | 28 |
|
|
2023
Q2 | $1.14M | Sell |
10,332
-13,274
| -56% | -$1.47M | 0.65% | 31 |
|
|
2023
Q1 | $2.61M | Sell |
23,606
-4,594
| -16% | -$508K | 1.89% | 15 |
|
|
2022
Q4 | $3.1M | Buy |
28,200
+8,291
| +42% | +$911K | 2.5% | 11 |
|
|
2022
Q3 | $2.19M | Buy |
19,909
+644
| +3% | +$70.8K | 1.97% | 12 |
|
|
2022
Q2 | $2.12M | Buy |
+19,265
| New | +$2.12M | 1.93% | 12 |
|