Tempus Wealth Planning’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 | $3M | Buy |
27,200
+10,792
| +66% | +$1.19M | 0.75% | 30 |
|
|
2025
Q1 | $1.81M | Buy |
16,408
+9,385
| +134% | +$1.04M | 0.54% | 49 |
|
|
2024
Q4 | $773K | Buy |
7,023
+2,033
| +41% | +$224K | 0.24% | 107 |
|
|
2024
Q3 | $552K | Buy |
+4,990
| New | +$552K | 0.2% | 117 |
|
|
2021
Q2 | – | Sell |
-2,070
| Closed | -$229K | – | 148 |
|
|
2021
Q1 | $229K | Hold |
2,070
| – | – | 0.24% | 87 |
|
|
2020
Q4 | $229K | Hold |
2,070
| – | – | 0.3% | 67 |
|
|
2020
Q3 | $229K | Hold |
2,070
| – | – | 0.33% | 64 |
|
|
2020
Q2 | $229K | Hold |
2,070
| – | – | 0.34% | 58 |
|
|
2020
Q1 | $230K | Sell |
2,070
-338
| -14% | -$37.6K | 0.38% | 55 |
|
|
2019
Q4 | $266K | Buy |
+2,408
| New | +$266K | 0.23% | 66 |
|