Virtus Family Office’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 | $808K | Buy |
7,322
+595
| +9% | +$65.7K | 1.04% | 36 |
|
|
2025
Q1 | $743K | Sell |
6,727
-41,607
| -86% | -$4.6M | 0.95% | 33 |
|
|
2024
Q4 | $5.32M | Buy |
48,334
+40,525
| +519% | +$4.46M | 6.67% | 1 |
|
|
2024
Q3 | $864K | Sell |
7,809
-3,253
| -29% | -$360K | 1.14% | 32 |
|
|
2024
Q2 | $1.22M | Buy |
+11,062
| New | +$1.22M | 1.66% | 29 |
|
|
2023
Q2 | – | Sell |
-623
| Closed | -$68.8K | – | 51 |
|
|
2023
Q1 | $68.8K | Hold |
623
| – | – | 0.14% | 35 |
|
|
2022
Q4 | $68.5K | Buy |
+623
| New | +$68.5K | 0.15% | 35 |
|