Smith Salley Wealth Management’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 | $203K | Hold |
1,840
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $203K | Hold |
1,840
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $203K | Hold |
1,840
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $204K | Hold |
1,840
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $203K | Hold |
1,840
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $203K | Hold |
1,840
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $203K | Hold |
1,840
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $203K | Sell |
1,840
-2,635
| -59% | -$291K | 0.02% | 224 |
|
|
2023
Q2 | $494K | Buy |
+4,475
| New | +$494K | 0.04% | 171 |
|