Visionary 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
Q1 | – | Sell |
-1,927
| Closed | -$212K | – | 558 |
|
|
2024
Q4 | $212K | Buy |
1,927
+15
| +0.8% | +$1.65K | 0.01% | 503 |
|
|
2024
Q3 | $211K | Sell |
1,912
-403
| -17% | -$44.6K | 0.01% | 502 |
|
|
2024
Q2 | $256K | Sell |
2,315
-6,667
| -74% | -$737K | 0.02% | 440 |
|
|
2024
Q1 | $993K | Sell |
8,982
-58
| -0.6% | -$6.41K | 0.07% | 233 |
|
|
2023
Q4 | $996K | Sell |
9,040
-338
| -4% | -$37.2K | 0.07% | 228 |
|
|
2023
Q3 | $1.04M | Buy |
9,378
+674
| +8% | +$74.5K | 0.08% | 204 |
|
|
2023
Q2 | $961K | Buy |
8,704
+854
| +11% | +$94.3K | 0.08% | 210 |
|
|
2023
Q1 | $867K | Buy |
7,850
+2,245
| +40% | +$248K | 0.07% | 209 |
|
|
2022
Q4 | $616K | Buy |
5,605
+3,319
| +145% | +$365K | 0.06% | 215 |
|
|
2022
Q3 | $251K | Sell |
2,286
-1,469
| -39% | -$161K | 0.03% | 328 |
|
|
2022
Q2 | $413K | Buy |
3,755
+280
| +8% | +$30.8K | 0.04% | 270 |
|
|
2022
Q1 | $383K | Buy |
+3,475
| New | +$383K | 0.03% | 291 |
|
|
2021
Q1 | – | Sell |
-5,362
| Closed | -$593K | – | 328 |
|
|
2020
Q4 | $593K | Sell |
5,362
-1,703
| -24% | -$188K | 0.07% | 173 |
|
|
2020
Q3 | $782K | Buy |
7,065
+5,144
| +268% | +$569K | 0.11% | 133 |
|
|
2020
Q2 | $213K | Buy |
1,921
+4
| +0.2% | +$444 | 0.03% | 215 |
|
|
2020
Q1 | $213K | Sell |
1,917
-5,836
| -75% | -$648K | 0.04% | 184 |
|
|
2019
Q4 | $856K | Buy |
+7,753
| New | +$856K | 0.15% | 108 |
|