Synergy Asset Management’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
Q1
Sell
-462
Closed -$51.1K 713
2024
Q4
$51.1K Buy
+462
New +$51.1K ﹤0.01% 274
2021
Q1
Sell
-13,879
Closed -$1.53M 108
2020
Q4
$1.53M Buy
+13,879
New +$1.53M 0.48% 48