U.S. Capital Wealth 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 | $5.28M | Sell |
47,828
-6,666
| -12% | -$736K | 0.15% | 155 |
|
|
2025
Q1 | $6.02M | Buy |
54,494
+5,447
| +11% | +$602K | 0.18% | 139 |
|
|
2024
Q4 | $5.4M | Buy |
+49,047
| New | +$5.4M | 0.17% | 146 |
|
|
2023
Q1 | – | Sell |
-29,993
| Closed | -$3.3M | – | 1373 |
|
|
2022
Q4 | $3.3M | Buy |
29,993
+19,380
| +183% | +$2.13M | 0.15% | 135 |
|
|
2022
Q3 | $1.17M | Buy |
10,613
+1,302
| +14% | +$143K | 0.06% | 306 |
|
|
2022
Q2 | $1.03M | Buy |
+9,311
| New | +$1.03M | 0.05% | 347 |
|