SFG
Sovereign Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
7,760
+967
| +14% | +$107K | 0.18% | 109 |
|
|
2025
Q1 | $750K | Buy |
6,793
+45
| +0.7% | +$4.97K | 0.17% | 110 |
|
|
2024
Q4 | $743K | Buy |
6,748
+1,590
| +31% | +$175K | 0.17% | 115 |
|
|
2024
Q3 | $571K | Buy |
5,158
+55
| +1% | +$6.09K | 0.13% | 143 |
|
|
2024
Q2 | $564K | Buy |
5,103
+2,655
| +108% | +$293K | 0.14% | 134 |
|
|
2024
Q1 | $271K | Buy |
+2,448
| New | +$271K | 0.07% | 228 |
|