Strategic Financial Partners’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 | $342K | Sell |
3,095
-5
| -0.2% | -$552 | 0.16% | 62 |
|
|
2025
Q1 | $342K | Buy |
3,100
+965
| +45% | +$107K | 0.18% | 55 |
|
|
2024
Q4 | $235K | Sell |
2,135
-14
| -0.7% | -$1.54K | 0.12% | 66 |
|
|
2024
Q3 | $238K | Hold |
2,149
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $237K | Sell |
2,149
-20
| -0.9% | -$2.21K | 0.13% | 61 |
|
|
2024
Q1 | $240K | Sell |
2,169
-138
| -6% | -$15.3K | 0.13% | 65 |
|
|
2023
Q4 | $254K | Buy |
2,307
+49
| +2% | +$5.4K | 0.15% | 59 |
|
|
2023
Q3 | $249K | Hold |
2,258
| – | – | 0.15% | 61 |
|
|
2023
Q2 | $249K | Buy |
2,258
+70
| +3% | +$7.73K | 0.14% | 63 |
|
|
2023
Q1 | $242K | Hold |
2,188
| – | – | 0.15% | 61 |
|
|
2022
Q4 | $241K | Sell |
2,188
-25
| -1% | -$2.75K | 0.15% | 61 |
|
|
2022
Q3 | $243K | Buy |
2,213
+81
| +4% | +$8.89K | 0.15% | 55 |
|
|
2022
Q2 | $235K | Sell |
2,132
-5
| -0.2% | -$551 | 0.14% | 57 |
|
|
2022
Q1 | $236K | Sell |
2,137
-221
| -9% | -$24.4K | 0.12% | 63 |
|
|
2021
Q4 | $260K | Sell |
2,358
-110
| -4% | -$12.1K | 0.13% | 61 |
|
|
2021
Q3 | $273K | Sell |
2,468
-505
| -17% | -$55.9K | 0.15% | 59 |
|
|
2021
Q2 | $328K | Sell |
2,973
-414
| -12% | -$45.7K | 0.18% | 53 |
|
|
2021
Q1 | $374K | Sell |
3,387
-281
| -8% | -$31K | 0.22% | 49 |
|
|
2020
Q4 | $405K | Buy |
3,668
+205
| +6% | +$22.6K | 0.27% | 47 |
|
|
2020
Q3 | $383K | Hold |
3,463
| – | – | 0.3% | 43 |
|
|
2020
Q2 | $383K | Buy |
3,463
+1,100
| +47% | +$122K | 0.32% | 41 |
|
|
2020
Q1 | $262K | Buy |
+2,363
| New | +$262K | 0.28% | 52 |
|