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Stanley-Laman 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
$374K Sell
3,390
-69
-2% -$7.62K 0.06% 211
2025
Q1
$382K Buy
3,459
+289
+9% +$31.9K 0.06% 218
2024
Q4
$349K Buy
3,170
+669
+27% +$73.7K 0.05% 231
2024
Q3
$277K Hold
2,501
0.04% 248
2024
Q2
$276K Buy
+2,501
New +$276K 0.04% 239
2020
Q4
Sell
-2,116
Closed -$234K 255
2020
Q3
$234K Sell
2,116
-2,074
-49% -$229K 0.05% 216
2020
Q2
$464K Buy
4,190
+4
+0.1% +$443 0.11% 187
2020
Q1
$465K Buy
4,186
+96
+2% +$10.7K 0.14% 182
2019
Q4
$452K Buy
4,090
+542
+15% +$59.9K 0.11% 205
2019
Q3
$392K Buy
3,548
+184
+5% +$20.3K 0.1% 210
2019
Q2
$372K Sell
3,364
-32
-0.9% -$3.54K 0.09% 218
2019
Q1
$376K Buy
3,396
+459
+16% +$50.8K 0.09% 218
2018
Q4
$324K Buy
2,937
+96
+3% +$10.6K 0.09% 225
2018
Q3
$314K Hold
2,841
0.08% 193
2018
Q2
$314K Sell
2,841
-159
-5% -$17.6K 0.07% 236
2018
Q1
$331K Buy
3,000
+5
+0.2% +$552 0.08% 233
2017
Q4
$330K Sell
2,995
-614
-17% -$67.7K 0.07% 245
2017
Q3
$398K Sell
3,609
-172
-5% -$19K 0.11% 183
2017
Q2
$417K Sell
3,781
-10,646
-74% -$1.17M 0.11% 173
2017
Q1
$1.59M Sell
14,427
-14,080
-49% -$1.55M 0.43% 73
2016
Q4
$3.14M Sell
28,507
-3,712
-12% -$409K 0.97% 14
2016
Q3
$3.56M Sell
32,219
-1,990
-6% -$220K 1.46% 8
2016
Q2
$3.78M Sell
34,209
-21,353
-38% -$2.36M 1.48% 10
2016
Q1
$6.13M Buy
+55,562
New +$6.13M 1.15% 14