SPIA
Strategic Point Investment Advisors’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 | $20.6M | Buy |
186,551
+3,251
| +2% | +$359K | 3.18% | 11 |
|
|
2025
Q1 | $20.2M | Buy |
183,300
+576
| +0.3% | +$63.6K | 3.37% | 11 |
|
|
2024
Q4 | $20.1M | Buy |
182,724
+4,168
| +2% | +$459K | 3.28% | 11 |
|
|
2024
Q3 | $19.8M | Buy |
178,556
+2,820
| +2% | +$312K | 3.26% | 13 |
|
|
2024
Q2 | $19.4M | Sell |
175,736
-484
| -0.3% | -$53.5K | 3.48% | 12 |
|
|
2024
Q1 | $19.5M | Buy |
176,220
+4,445
| +3% | +$491K | 3.54% | 12 |
|
|
2023
Q4 | $18.9M | Buy |
171,775
+1,696
| +1% | +$187K | 3.66% | 11 |
|
|
2023
Q3 | $18.8M | Buy |
170,079
+3,562
| +2% | +$393K | 4.01% | 9 |
|
|
2023
Q2 | $18.4M | Buy |
166,517
+1,314
| +0.8% | +$145K | 3.77% | 10 |
|
|
2023
Q1 | $18.3M | Buy |
165,203
+3,336
| +2% | +$369K | 4.06% | 9 |
|
|
2022
Q4 | $17.8M | Buy |
161,867
+1,662
| +1% | +$183K | 4.28% | 9 |
|
|
2022
Q3 | $17.6M | Buy |
+160,205
| New | +$17.6M | 4.93% | 7 |
|