Argonautica Private 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
Q1
Sell
-11,047
Closed -$1.22M 202
2024
Q4
$1.22M Sell
11,047
-202
-2% -$22.2K 0.39% 61
2024
Q3
$1.24M Buy
11,249
+209
+2% +$23.1K 0.41% 57
2024
Q2
$1.22M Buy
11,040
+145
+1% +$16K 0.42% 56
2024
Q1
$1.2M Buy
10,895
+54
+0.5% +$5.97K 0.43% 56
2023
Q4
$1.19M Buy
10,841
+20
+0.2% +$2.2K 0.49% 57
2023
Q3
$1.2M Buy
+10,821
New +$1.2M 0.54% 53