SOA Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Buy |
282
+12
| +4% | +$1.33K | 0.01% | 438 |
|
|
2025
Q1 | $29.8K | Buy |
270
+4
| +2% | +$442 | 0.01% | 407 |
|
|
2024
Q4 | $29.3K | Buy |
266
+27
| +11% | +$2.97K | 0.01% | 397 |
|
|
2024
Q3 | $26.4K | Buy |
239
+9
| +4% | +$996 | 0.01% | 410 |
|
|
2024
Q2 | $25.4K | Buy |
230
+17
| +8% | +$1.88K | 0.01% | 404 |
|
|
2024
Q1 | $23.5K | Buy |
213
+7
| +3% | +$774 | ﹤0.01% | 420 |
|
|
2023
Q4 | $22.7K | Sell |
206
-31
| -13% | -$3.41K | 0.01% | 405 |
|
|
2023
Q3 | $26.2K | Buy |
237
+4
| +2% | +$442 | 0.01% | 373 |
|
|
2023
Q2 | $25.7K | Buy |
233
+14
| +6% | +$1.55K | 0.01% | 387 |
|
|
2023
Q1 | $24.2K | Buy |
219
+9
| +4% | +$995 | 0.01% | 391 |
|
|
2022
Q4 | $23.1K | Buy |
210
+4
| +2% | +$440 | 0.01% | 382 |
|
|
2022
Q3 | $22K | Buy |
206
+2
| +1% | +$214 | 0.01% | 370 |
|
|
2022
Q2 | $22K | Sell |
204
-14
| -6% | -$1.51K | 0.01% | 370 |
|
|
2022
Q1 | $24K | Buy |
218
+6
| +3% | +$661 | 0.01% | 433 |
|
|
2021
Q4 | $23K | Sell |
212
-2
| -0.9% | -$217 | 0.01% | 428 |
|
|
2021
Q3 | $23K | Buy |
214
+12
| +6% | +$1.29K | 0.01% | 434 |
|
|
2021
Q2 | $22K | Buy |
202
+15
| +8% | +$1.63K | 0.01% | 448 |
|
|
2021
Q1 | $20K | Buy |
187
+4
| +2% | +$428 | 0.01% | 407 |
|
|
2020
Q4 | $20K | Buy |
+183
| New | +$20K | 0.01% | 407 |
|