Vise Technologies’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 | $1.96M | Buy |
+17,782
| New | +$1.96M | 0.08% | 260 |
|
|
2024
Q4 | $205K | Buy |
+1,859
| New | +$205K | 0.02% | 769 |
|
|
2024
Q3 | – | Sell |
-1,863
| Closed | -$206K | – | 613 |
|
|
2024
Q2 | $206K | Sell |
1,863
-40,383
| -96% | -$4.46M | 0.04% | 398 |
|
|
2024
Q1 | $4.67M | Sell |
42,246
-10,202
| -19% | -$1.13M | 0.92% | 23 |
|
|
2023
Q4 | $5.78M | Buy |
52,448
+35,895
| +217% | +$3.95M | 1.24% | 18 |
|
|
2023
Q3 | $1.83M | Buy |
16,553
+11,790
| +248% | +$1.3M | 0.45% | 53 |
|
|
2023
Q2 | $526K | Buy |
+4,763
| New | +$526K | 0.13% | 170 |
|
|
2023
Q1 | – | Sell |
-2,134
| Closed | -$235K | – | 362 |
|
|
2022
Q4 | $235K | Sell |
2,134
-76
| -3% | -$8.35K | 0.07% | 280 |
|
|
2022
Q3 | $243K | Sell |
2,210
-3,889
| -64% | -$428K | 0.09% | 250 |
|
|
2022
Q2 | $672K | Sell |
6,099
-33,134
| -84% | -$3.65M | 0.26% | 94 |
|
|
2022
Q1 | $4.33M | Sell |
39,233
-160,772
| -80% | -$17.7M | 1.63% | 10 |
|
|
2021
Q4 | $22.1M | Buy |
+200,005
| New | +$22.1M | 5.98% | 3 |
|