Trajan 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 | $13.8M | Buy |
125,143
+10,023
| +9% | +$1.11M | 0.68% | 43 |
|
|
2025
Q1 | $12.7M | Sell |
115,120
-41,658
| -27% | -$4.6M | 0.69% | 42 |
|
|
2024
Q4 | $17.3M | Sell |
156,778
-13,865
| -8% | -$1.53M | 0.96% | 32 |
|
|
2024
Q3 | $18.9M | Buy |
170,643
+25,323
| +17% | +$2.8M | 1.11% | 23 |
|
|
2024
Q2 | $16.1M | Sell |
145,320
-795
| -0.5% | -$87.8K | 1.03% | 26 |
|
|
2024
Q1 | $16.2M | Buy |
+146,115
| New | +$16.2M | 1.09% | 26 |
|