Western Financial Corp’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 | $1.41M | Buy |
12,776
+40
| +0.3% | +$4.42K | 0.76% | 35 |
|
|
2025
Q1 | $1.41M | Sell |
12,736
-1,008
| -7% | -$111K | 0.82% | 33 |
|
|
2024
Q4 | $1.51M | Buy |
13,744
+1,092
| +9% | +$120K | 0.83% | 31 |
|
|
2024
Q3 | $1.4M | Buy |
12,652
+275
| +2% | +$30.4K | 0.79% | 31 |
|
|
2024
Q2 | $1.37M | Buy |
12,377
+532
| +4% | +$58.8K | 0.83% | 29 |
|
|
2024
Q1 | $1.31M | Buy |
11,845
+738
| +7% | +$81.6K | 0.8% | 27 |
|
|
2023
Q4 | $1.22M | Sell |
11,107
-2,367
| -18% | -$261K | 0.82% | 24 |
|
|
2023
Q3 | $1.49M | Sell |
13,474
-452
| -3% | -$49.9K | 1.09% | 12 |
|
|
2023
Q2 | $1.54M | Sell |
13,926
-229
| -2% | -$25.3K | 1.05% | 12 |
|
|
2023
Q1 | $1.56M | Buy |
+14,155
| New | +$1.56M | 1.11% | 9 |
|