Wealthspire Advisors (New York)’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 | $399K | Sell |
3,612
-1,015
| -22% | -$112K | ﹤0.01% | 599 |
|
|
2025
Q1 | $511K | Buy |
4,627
+2,163
| +88% | +$239K | ﹤0.01% | 511 |
|
|
2024
Q4 | $271K | Buy |
2,464
+605
| +33% | +$66.6K | ﹤0.01% | 666 |
|
|
2024
Q3 | $206K | Sell |
1,859
-304
| -14% | -$33.6K | ﹤0.01% | 703 |
|
|
2024
Q2 | $239K | Buy |
2,163
+120
| +6% | +$13.3K | ﹤0.01% | 585 |
|
|
2024
Q1 | $226K | Buy |
+2,043
| New | +$226K | ﹤0.01% | 571 |
|
|
2023
Q3 | – | Sell |
-7,852
| Closed | -$867K | – | 615 |
|
|
2023
Q2 | $867K | Buy |
+7,852
| New | +$867K | 0.01% | 273 |
|
|
2022
Q3 | – | Sell |
-2,583
| Closed | -$284K | – | 541 |
|
|
2022
Q2 | $284K | Buy |
+2,583
| New | +$284K | 0.01% | 410 |
|