WJ 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 | $1.35M | Buy |
12,198
+2,160
| +22% | +$239K | 0.43% | 37 |
|
|
2025
Q1 | $1.11M | Buy |
10,038
+2,026
| +25% | +$224K | 0.39% | 38 |
|
|
2024
Q4 | $882K | Buy |
8,012
+957
| +14% | +$105K | 0.3% | 46 |
|
|
2024
Q3 | $780K | Sell |
7,055
-6,984
| -50% | -$773K | 0.27% | 47 |
|
|
2024
Q2 | $1.55M | Sell |
14,039
-1,993
| -12% | -$220K | 0.56% | 32 |
|
|
2024
Q1 | $1.77M | Sell |
16,032
-37,085
| -70% | -$4.1M | 0.71% | 33 |
|
|
2023
Q4 | $5.85M | Sell |
53,117
-86,124
| -62% | -$9.48M | 2.54% | 10 |
|
|
2023
Q3 | $15.4M | Buy |
139,241
+3,026
| +2% | +$334K | 7.47% | 3 |
|
|
2023
Q2 | $15M | Buy |
136,215
+31,779
| +30% | +$3.51M | 7.12% | 3 |
|
|
2023
Q1 | $11.5M | Buy |
+104,436
| New | +$11.5M | 7.81% | 3 |
|