Wooster Corthell 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 | $5.66M | Buy |
51,273
+25,637
| +100% | +$2.83M | 1.05% | 21 |
|
|
2025
Q1 | $2.83M | Buy |
25,636
+9,833
| +62% | +$1.09M | 0.58% | 28 |
|
|
2024
Q4 | $1.74M | Buy |
15,803
+436
| +3% | +$48K | 0.38% | 28 |
|
|
2024
Q3 | $1.7M | Buy |
15,367
+2,765
| +22% | +$306K | 0.36% | 30 |
|
|
2024
Q2 | $1.39M | Buy |
12,602
+2,722
| +28% | +$301K | 0.32% | 29 |
|
|
2024
Q1 | $1.09M | Buy |
9,880
+4,352
| +79% | +$481K | 0.25% | 37 |
|
|
2023
Q4 | $609K | Buy |
5,528
+3,504
| +173% | +$386K | 0.15% | 43 |
|
|
2023
Q3 | $224K | Buy |
+2,024
| New | +$224K | 0.06% | 47 |
|