Agilis Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$488K Hold
2024
Q3
$490K Sell
2024
Q2
$495K Sell
2024
Q1
$500K Hold
2023
Q4
$498K Buy
2022
Q4
Sell
2022
Q3
$19.3M Hold
2022
Q2
$19.4M Hold
2022
Q1
$19.4M Buy
2021
Q4
$19.2M Buy
2021
Q3
$16.4M Buy
2017
Q3
Sell
2017
Q2
$2.02M Buy
2016
Q4
Sell
2016
Q3
$1.15M Buy