Wealthcare Advisory Partners’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 | $548K | Sell |
4,967
-902
| -15% | -$99.6K | 0.01% | 620 |
|
|
2025
Q1 | $648K | Sell |
5,869
-152
| -3% | -$16.8K | 0.02% | 535 |
|
|
2024
Q4 | $663K | Sell |
6,021
-136
| -2% | -$15K | 0.02% | 514 |
|
|
2024
Q3 | $681K | Sell |
6,157
-166
| -3% | -$18.4K | 0.02% | 499 |
|
|
2024
Q2 | $699K | Sell |
6,323
-958
| -13% | -$106K | 0.02% | 467 |
|
|
2024
Q1 | $805K | Sell |
7,281
-73
| -1% | -$8.07K | 0.03% | 432 |
|
|
2023
Q4 | $810K | Sell |
7,354
-1,686
| -19% | -$186K | 0.03% | 372 |
|
|
2023
Q3 | $999K | Sell |
9,040
-12
| -0.1% | -$1.33K | 0.05% | 278 |
|
|
2023
Q2 | $1,000K | Buy |
9,052
+45
| +0.5% | +$4.97K | 0.04% | 287 |
|
|
2023
Q1 | $995K | Buy |
9,007
+2,946
| +49% | +$326K | 0.04% | 288 |
|
|
2022
Q4 | $666K | Buy |
6,061
+2,820
| +87% | +$310K | 0.03% | 352 |
|
|
2022
Q3 | $356K | Buy |
+3,241
| New | +$356K | 0.02% | 444 |
|
|
2021
Q2 | – | Sell |
-1,295
| Closed | -$143K | – | 1645 |
|
|
2021
Q1 | $143K | Sell |
1,295
-1,385
| -52% | -$153K | 0.01% | 566 |
|
|
2020
Q4 | $296K | Buy |
+2,680
| New | +$296K | 0.03% | 323 |
|
|
2020
Q2 | – | Sell |
-450
| Closed | -$50K | – | 1172 |
|
|
2020
Q1 | $50K | Hold |
450
| – | – | 0.01% | 510 |
|
|
2019
Q4 | $50K | Buy |
+450
| New | +$50K | 0.01% | 551 |
|