Wealthcare Capital Management’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
$513K Hold
4,646
0.05% 51
2025
Q1
$513K Hold
4,646
0.05% 53
2024
Q4
$512K Hold
4,646
0.05% 56
2024
Q3
$514K Hold
4,646
0.05% 53
2024
Q2
$513K Hold
4,646
0.05% 52
2024
Q1
$514K Hold
4,646
0.06% 52
2023
Q4
$512K Hold
4,646
0.06% 50
2023
Q3
$513K Hold
4,646
0.06% 45
2023
Q2
$513K Hold
4,646
0.06% 43
2023
Q1
$513K Hold
4,646
0.06% 43
2022
Q4
$511K Hold
4,646
0.07% 47
2022
Q3
$511K Hold
4,646
0.06% 40
2022
Q2
$512K Hold
4,646
0.06% 40
2022
Q1
$512K Hold
4,646
0.05% 47
2021
Q4
$513K Hold
4,646
0.05% 58
2021
Q3
$513K Hold
4,646
0.05% 50
2021
Q2
$513K Buy
4,646
+500
+12% +$55.2K 0.05% 47
2021
Q1
$458K Hold
4,146
0.05% 45
2020
Q4
$458K Hold
4,146
0.05% 43
2020
Q3
$459K Hold
4,146
0.05% 40
2020
Q2
$459K Hold
4,146
0.06% 36
2020
Q1
$460K Hold
4,146
0.06% 35
2019
Q4
$458K Hold
4,146
0.05% 38
2019
Q3
$459K Hold
4,146
0.06% 36
2019
Q2
$459K Hold
4,146
0.06% 35
2019
Q1
$458K Hold
4,146
0.07% 36
2018
Q4
$457K Hold
4,146
0.07% 35
2018
Q3
$458K Hold
4,146
0.05% 33
2018
Q2
$458K Buy
4,146
+3,901
+1,592% +$431K 0.05% 33
2018
Q1
$27K Hold
245
﹤0.01% 104
2017
Q4
$27K Buy
245
+63
+35% +$6.94K ﹤0.01% 104
2017
Q3
$20K Buy
+182
New +$20K ﹤0.01% 112
2015
Q2
Sell
-42
Closed -$5K 787
2015
Q1
$5K Buy
+42
New +$5K ﹤0.01% 644