Stone House Investment 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 | $68.1K | Buy |
617
+1
| +0.2% | +$110 | 0.01% | 131 |
|
|
2025
Q1 | $68.1K | Buy |
+616
| New | +$68.1K | 0.01% | 123 |
|
|
2024
Q4 | – | Sell |
-752
| Closed | -$83.2K | – | 295 |
|
|
2024
Q3 | $83.2K | Buy |
752
+7
| +0.9% | +$774 | 0.02% | 86 |
|
|
2024
Q2 | $82.3K | Sell |
745
-52
| -7% | -$5.75K | 0.02% | 87 |
|
|
2024
Q1 | $88.1K | Sell |
797
-188
| -19% | -$20.8K | 0.02% | 90 |
|
|
2023
Q4 | $108K | Sell |
985
-77,595
| -99% | -$8.55M | 0.04% | 57 |
|
|
2023
Q3 | $8.68M | Buy |
78,580
+77,390
| +6,503% | +$8.55M | 3.02% | 11 |
|
|
2023
Q2 | $131K | Buy |
1,190
+8
| +0.7% | +$883 | 0.05% | 48 |
|
|
2023
Q1 | $131K | Buy |
+1,182
| New | +$131K | 0.04% | 52 |
|
|
2021
Q2 | – | Sell |
-2,229
| Closed | -$246K | – | 46 |
|
|
2021
Q1 | $246K | Hold |
2,229
| – | – | 0.12% | 31 |
|
|
2020
Q4 | $246K | Sell |
2,229
-15,420
| -87% | -$1.7M | 0.12% | 31 |
|
|
2020
Q3 | $1.95M | Sell |
17,649
-7,588
| -30% | -$840K | 0.79% | 26 |
|
|
2020
Q2 | $2.8M | Sell |
25,237
-65,128
| -72% | -$7.21M | 1.4% | 21 |
|
|
2020
Q1 | $10M | Buy |
90,365
+78,259
| +646% | +$8.69M | 5.86% | 6 |
|
|
2019
Q4 | $1.34M | Sell |
12,106
-20,983
| -63% | -$2.32M | 0.98% | 18 |
|
|
2019
Q3 | $3.66M | Sell |
33,089
-10,091
| -23% | -$1.12M | 1.82% | 17 |
|
|
2019
Q2 | $4.78M | Sell |
43,180
-57,614
| -57% | -$6.38M | 2.5% | 13 |
|
|
2019
Q1 | $11.1M | Sell |
100,794
-12,172
| -11% | -$1.35M | 5.8% | 3 |
|
|
2018
Q4 | $12.5M | Buy |
+112,966
| New | +$12.5M | 7.87% | 3 |
|