Valmark Advisers’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 | $527K | Buy |
4,771
+499
| +12% | +$55.1K | 0.01% | 435 |
|
|
2025
Q1 | $472K | Buy |
4,272
+29
| +0.7% | +$3.2K | 0.01% | 439 |
|
|
2024
Q4 | $467K | Buy |
4,243
+68
| +2% | +$7.49K | 0.01% | 430 |
|
|
2024
Q3 | $462K | Buy |
+4,175
| New | +$462K | 0.01% | 424 |
|
|
2014
Q1 | – | Sell |
-8,323
| Closed | -$918K | – | 57 |
|
|
2013
Q4 | $918K | Buy |
+8,323
| New | +$918K | 0.03% | 36 |
|