Strategic Investment Solutions’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 | – | Sell |
-152
| Closed | -$16.8K | – | 666 |
|
|
2025
Q1 | $16.8K | Sell |
152
-369
| -71% | -$40.8K | ﹤0.01% | 311 |
|
|
2024
Q4 | $57.4K | Buy |
521
+372
| +250% | +$41K | 0.02% | 186 |
|
|
2024
Q3 | $16.4K | Buy |
149
+2
| +1% | +$221 | ﹤0.01% | 308 |
|
|
2024
Q2 | $16.3K | Buy |
+147
| New | +$16.3K | 0.01% | 294 |
|
|
2023
Q4 | $56.5K | Sell |
514
-24,766
| -98% | -$2.72M | 0.01% | 433 |
|
|
2023
Q3 | $2.79M | Buy |
25,280
+24,854
| +5,834% | +$2.74M | 0.03% | 195 |
|
|
2023
Q2 | $46.8K | Sell |
426
-352
| -45% | -$38.7K | 0.01% | 316 |
|
|
2023
Q1 | $85.9K | Buy |
+778
| New | +$85.9K | 0.02% | 275 |
|