Western Wealth 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 | $437K | Sell |
3,954
-778
| -16% | -$85.9K | 0.03% | 445 |
|
|
2025
Q1 | $523K | Buy |
4,732
+1,029
| +28% | +$114K | 0.03% | 375 |
|
|
2024
Q4 | $408K | Sell |
3,703
-1,681
| -31% | -$185K | 0.03% | 430 |
|
|
2024
Q3 | $596K | Sell |
5,384
-442
| -8% | -$48.9K | 0.03% | 414 |
|
|
2024
Q2 | $644K | Sell |
5,826
-59
| -1% | -$6.52K | 0.05% | 304 |
|
|
2024
Q1 | $651K | Sell |
5,885
-1,062
| -15% | -$117K | 0.05% | 309 |
|
|
2023
Q4 | $765K | Buy |
6,947
+383
| +6% | +$42.2K | 0.06% | 325 |
|
|
2023
Q3 | $725K | Sell |
6,564
-356
| -5% | -$39.3K | 0.06% | 310 |
|
|
2023
Q2 | $764K | Sell |
6,920
-190
| -3% | -$21K | 0.07% | 290 |
|
|
2023
Q1 | $786K | Buy |
7,110
+391
| +6% | +$43.2K | 0.07% | 270 |
|
|
2022
Q4 | $739K | Buy |
6,719
+3,264
| +94% | +$359K | 0.08% | 277 |
|
|
2022
Q3 | $380K | Buy |
3,455
+3
| +0.1% | +$330 | 0.02% | 572 |
|
|
2022
Q2 | $380K | Buy |
3,452
+722
| +26% | +$79.5K | 0.02% | 541 |
|
|
2022
Q1 | $300K | Buy |
+2,730
| New | +$300K | 0.01% | 677 |
|