Sequoia Financial 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 | $1.63M | Sell |
14,777
-10,145
| -41% | -$1.12M | 0.01% | 520 |
|
|
2025
Q1 | $2.75M | Sell |
24,922
-1,431
| -5% | -$158K | 0.02% | 373 |
|
|
2024
Q4 | $2.9M | Sell |
26,353
-10,724
| -29% | -$1.18M | 0.03% | 331 |
|
|
2024
Q3 | $4.1M | Sell |
37,077
-12,063
| -25% | -$1.33M | 0.04% | 237 |
|
|
2024
Q2 | $5.43M | Sell |
49,140
-5,289
| -10% | -$584K | 0.07% | 183 |
|
|
2024
Q1 | $6.02M | Sell |
54,429
-63,836
| -54% | -$7.06M | 0.07% | 179 |
|
|
2023
Q4 | $13M | Buy |
+118,265
| New | +$13M | 0.16% | 122 |
|
|
2023
Q1 | – | Sell |
-2,522
| Closed | -$277K | – | 863 |
|
|
2022
Q4 | $277K | Buy |
+2,522
| New | +$277K | 0.01% | 611 |
|
|
2020
Q1 | – | Sell |
-3,288
| Closed | -$363K | – | 400 |
|
|
2019
Q4 | $363K | Buy |
3,288
+1,042
| +46% | +$115K | 0.02% | 273 |
|
|
2019
Q3 | $248K | Hold |
2,246
| – | – | 0.02% | 307 |
|
|
2019
Q2 | $249K | Hold |
2,246
| – | – | 0.02% | 307 |
|
|
2019
Q1 | $248K | Sell |
2,246
-754
| -25% | -$83.3K | 0.02% | 307 |
|
|
2018
Q4 | $331K | Sell |
3,000
-1,340
| -31% | -$148K | 0.04% | 191 |
|
|
2018
Q3 | $479K | Sell |
4,340
-877
| -17% | -$96.8K | 0.05% | 163 |
|
|
2018
Q2 | $576K | Buy |
5,217
+37
| +0.7% | +$4.09K | 0.06% | 146 |
|
|
2018
Q1 | $572K | Buy |
+5,180
| New | +$572K | 0.06% | 150 |
|