Ted Buchan & Co’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 | $718K | Buy |
6,506
+2,043
| +46% | +$226K | 0.29% | 61 |
|
|
2025
Q1 | $493K | Hold |
4,463
| – | – | 0.23% | 59 |
|
|
2024
Q4 | $491K | Hold |
4,463
| – | – | 0.23% | 59 |
|
|
2024
Q3 | $494K | Sell |
4,463
-1,267
| -22% | -$140K | 0.23% | 57 |
|
|
2024
Q2 | $633K | Hold |
5,730
| – | – | 0.34% | 50 |
|
|
2024
Q1 | $633K | Hold |
5,730
| – | – | 0.39% | 47 |
|
|
2023
Q4 | $631K | Sell |
5,730
-275
| -5% | -$30.3K | 0.46% | 46 |
|
|
2023
Q3 | $663K | Sell |
6,005
-45
| -0.7% | -$4.97K | 0.53% | 41 |
|
|
2023
Q2 | $668K | Hold |
6,050
| – | – | 0.51% | 44 |
|
|
2023
Q1 | $669K | Sell |
6,050
-105
| -2% | -$11.6K | 0.56% | 40 |
|
|
2022
Q4 | $677K | Buy |
+6,155
| New | +$677K | 0.63% | 40 |
|