Surience Private 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 | $388K | Sell |
3,514
-33,808
| -91% | -$3.73M | 0.36% | 28 |
|
|
2025
Q1 | $4.12M | Buy |
+37,322
| New | +$4.12M | 7.16% | 5 |
|
|
2024
Q1 | – | Sell |
-25,448
| Closed | -$2.8M | – | 39 |
|
|
2023
Q4 | $2.8M | Sell |
25,448
-13,897
| -35% | -$1.53M | 2.85% | 17 |
|
|
2023
Q3 | $4.35M | Sell |
39,345
-6,999
| -15% | -$773K | 8.42% | 3 |
|
|
2023
Q2 | $5.12M | Buy |
+46,344
| New | +$5.12M | 7.33% | 4 |
|
|
2022
Q4 | – | Sell |
-38,917
| Closed | -$4.28M | – | 26 |
|
|
2022
Q3 | $4.28M | Buy |
+38,917
| New | +$4.28M | 11% | 3 |
|