Wealth Enhancement Advisory Services’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 | $161M | Sell |
1,462,732
-54,451
| -4% | -$6M | 0.27% | 69 |
|
|
2025
Q1 | $168M | Buy |
1,517,183
+305,749
| +25% | +$33.8M | 0.32% | 57 |
|
|
2024
Q4 | $133M | Buy |
1,211,434
+121,071
| +11% | +$13.3M | 0.26% | 74 |
|
|
2024
Q3 | $121M | Sell |
1,090,363
-40,873
| -4% | -$4.52M | 0.26% | 74 |
|
|
2024
Q2 | $125M | Buy |
1,131,236
+178,574
| +19% | +$19.7M | 0.3% | 66 |
|
|
2024
Q1 | $105M | Buy |
952,662
+198,128
| +26% | +$21.9M | 0.27% | 76 |
|
|
2023
Q4 | $83.1M | Buy |
754,534
+145,901
| +24% | +$16.1M | 0.24% | 90 |
|
|
2023
Q3 | $67.2M | Buy |
608,633
+313,879
| +106% | +$34.7M | 0.22% | 99 |
|
|
2023
Q2 | $32.6M | Buy |
294,754
+280,210
| +1,927% | +$30.9M | 0.35% | 38 |
|
|
2023
Q1 | $1.61M | Buy |
14,544
+434
| +3% | +$48K | 0.02% | 246 |
|
|
2022
Q4 | $1.56M | Buy |
14,110
+41
| +0.3% | +$4.52K | 0.02% | 188 |
|
|
2022
Q3 | $1.55M | Buy |
+14,069
| New | +$1.55M | 0.02% | 193 |
|