Van Hulzen Asset Management’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 | $247K | Buy |
2,238
+24
| +1% | +$2.65K | 0.02% | 277 |
|
|
2025
Q1 | $245K | Buy |
2,214
+980
| +79% | +$108K | 0.02% | 274 |
|
|
2024
Q4 | $136K | Buy |
+1,234
| New | +$136K | 0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-1,929
| Closed | -$213K | – | 333 |
|
|
2023
Q1 | $213K | Buy |
1,929
+59
| +3% | +$6.52K | 0.02% | 273 |
|
|
2022
Q4 | $206K | Buy |
+1,870
| New | +$206K | 0.02% | 261 |
|