TIAM2
Tru Independence Asset Management 2’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
24,568
+768
| +3% | +$84.8K | 1.86% | 20 |
|
|
2025
Q1 | $2.63M | Sell |
23,800
-35,014
| -60% | -$3.87M | 1.97% | 16 |
|
|
2024
Q4 | $6.48M | Sell |
58,814
-152
| -0.3% | -$16.7K | 5.39% | 4 |
|
|
2024
Q3 | $6.52M | Buy |
+58,966
| New | +$6.52M | 5.5% | 4 |
|
|
2022
Q3 | $10.3M | Buy |
94,068
+79,598
| +550% | +$8.76M | 10.99% | 2 |
|
|
2022
Q2 | $1.59M | Buy |
14,470
+10,274
| +245% | +$1.13M | 1.31% | 19 |
|
|
2022
Q1 | $463K | Hold |
4,196
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $463K | Buy |
+4,196
| New | +$463K | 0.25% | 72 |
|