Trek Financial’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 | $320K | Buy |
+2,901
| New | +$320K | 0.02% | 329 |
|
|
2024
Q3 | – | Sell |
-3,067
| Closed | -$339K | – | 446 |
|
|
2024
Q2 | $339K | Buy |
+3,067
| New | +$339K | 0.03% | 288 |
|
|
2019
Q3 | – | Sell |
-9,343
| Closed | -$1.03M | – | 141 |
|
|
2019
Q2 | $1.03M | Sell |
9,343
-180
| -2% | -$19.9K | 0.18% | 57 |
|
|
2019
Q1 | $1.05M | Sell |
9,523
-286
| -3% | -$31.6K | 0.19% | 51 |
|
|
2018
Q4 | $1.08M | Buy |
+9,809
| New | +$1.08M | 0.21% | 42 |
|