Spartan Planning & 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 | $395K | Sell |
3,577
-3,794
| -51% | -$419K | 0.34% | 49 |
|
|
2025
Q1 | $814K | Sell |
7,371
-26,327
| -78% | -$2.91M | 0.79% | 31 |
|
|
2024
Q4 | $3.71M | Buy |
+33,698
| New | +$3.71M | 3.39% | 11 |
|
|
2023
Q4 | $4.52K | Sell |
41
-29,090
| -100% | -$3.2M | ﹤0.01% | 171 |
|
|
2023
Q3 | $3.22M | Buy |
+29,131
| New | +$3.22M | 3.77% | 6 |
|
|
2022
Q4 | $2.5M | Sell |
22,754
-127,568
| -85% | -$14M | 3.12% | 6 |
|
|
2022
Q3 | $16.5M | Sell |
150,322
-48,976
| -25% | -$5.39M | 21.64% | 2 |
|
|
2022
Q2 | $21.9M | Buy |
199,298
+152,296
| +324% | +$16.8M | 29.29% | 2 |
|
|
2022
Q1 | $5.18M | Buy |
+47,002
| New | +$5.18M | 6.48% | 6 |
|