TFC Financial 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
Q2 | – | Sell |
-2,039
| Closed | -$225K | – | 1075 |
|
|
2025
Q1 | $225K | Buy |
2,039
+14
| +0.7% | +$1.55K | 0.03% | 113 |
|
|
2024
Q4 | $223K | Sell |
2,025
-1,926
| -49% | -$212K | 0.04% | 120 |
|
|
2024
Q3 | $437K | Sell |
3,951
-227,467
| -98% | -$25.2M | 0.07% | 75 |
|
|
2024
Q2 | $25.6M | Buy |
231,418
+3,316
| +1% | +$366K | 4.48% | 6 |
|
|
2024
Q1 | $25.2M | Buy |
228,102
+8,286
| +4% | +$916K | 4.48% | 6 |
|
|
2023
Q4 | $24.2M | Sell |
219,816
-425
| -0.2% | -$46.8K | 4.89% | 6 |
|
|
2023
Q3 | $24.3M | Buy |
220,241
+8,470
| +4% | +$936K | 5.81% | 5 |
|
|
2023
Q2 | $23.4M | Buy |
211,771
+17,549
| +9% | +$1.94M | 5.75% | 5 |
|
|
2023
Q1 | $21.5M | Buy |
+194,222
| New | +$21.5M | 5.55% | 5 |
|