Silver Oak Securities’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 | $819K | Sell |
7,418
-155
| -2% | -$17.1K | 0.07% | 297 |
|
|
2025
Q1 | $836K | Buy |
7,573
+548
| +8% | +$60.5K | 0.08% | 270 |
|
|
2024
Q4 | $773K | Buy |
7,025
+1,931
| +38% | +$213K | 0.07% | 283 |
|
|
2024
Q3 | $564K | Buy |
5,094
+4,275
| +522% | +$473K | 0.06% | 310 |
|
|
2024
Q2 | $90.5K | Sell |
819
-30
| -4% | -$3.32K | 0.01% | 432 |
|
|
2024
Q1 | $93.8K | Sell |
849
-1,671
| -66% | -$185K | 0.01% | 426 |
|
|
2023
Q4 | $278K | Buy |
2,520
+1,788
| +244% | +$197K | 0.04% | 391 |
|
|
2023
Q3 | $80.9K | Buy |
+732
| New | +$80.9K | 0.02% | 351 |
|
|
2022
Q4 | – | Sell |
-732
| Closed | -$80.9K | – | 459 |
|
|
2022
Q3 | $80.9K | Buy |
+732
| New | +$80.9K | 0.02% | 351 |
|