True Link Financial Advisors’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 | $72.6M | Buy |
657,201
+25,048
| +4% | +$2.77M | 5.01% | 6 |
|
|
2025
Q1 | $69.8M | Buy |
632,153
+80,854
| +15% | +$8.93M | 5.21% | 6 |
|
|
2024
Q4 | $60.7M | Buy |
551,299
+32,862
| +6% | +$3.62M | 5.1% | 6 |
|
|
2024
Q3 | $57.4M | Sell |
518,437
-47,829
| -8% | -$5.29M | 4.87% | 6 |
|
|
2024
Q2 | $62.6M | Buy |
566,266
+72,974
| +15% | +$8.06M | 5.81% | 5 |
|
|
2024
Q1 | $54.5M | Buy |
493,292
+49,430
| +11% | +$5.46M | 5.23% | 5 |
|
|
2023
Q4 | $48.9M | Buy |
443,862
+199,419
| +82% | +$22M | 5.29% | 5 |
|
|
2023
Q3 | $27M | Buy |
+244,443
| New | +$27M | 3.24% | 9 |
|