StrongBox Wealth’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 | $245K | Hold |
2,218
| – | – | 0.09% | 84 |
|
|
2025
Q1 | $245K | Sell |
2,218
-85
| -4% | -$9.39K | 0.1% | 83 |
|
|
2024
Q4 | $254K | Buy |
+2,303
| New | +$254K | 0.11% | 81 |
|
|
2021
Q2 | – | Sell |
-7,461
| Closed | -$825K | – | 104 |
|
|
2021
Q1 | $825K | Sell |
7,461
-21,260
| -74% | -$2.35M | 0.51% | 49 |
|
|
2020
Q4 | $3.18M | Sell |
28,721
-19,988
| -41% | -$2.21M | 2.06% | 17 |
|
|
2020
Q3 | $5.39M | Buy |
48,709
+25,819
| +113% | +$2.86M | 3.95% | 6 |
|
|
2020
Q2 | $2.54M | Buy |
22,890
+9,301
| +68% | +$1.03M | 2.31% | 16 |
|
|
2020
Q1 | $1.51M | Buy |
+13,589
| New | +$1.51M | 1.71% | 21 |
|