Atticus 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 | $1.99M | Buy |
18,016
+53
| +0.3% | +$5.85K | 0.54% | 29 |
|
|
2025
Q1 | $1.98M | Sell |
17,963
-2,711
| -13% | -$299K | 0.65% | 28 |
|
|
2024
Q4 | $2.28M | Sell |
20,674
-1,418
| -6% | -$156K | 0.71% | 25 |
|
|
2024
Q3 | $2.44M | Sell |
22,092
-74,986
| -77% | -$8.3M | 0.78% | 22 |
|
|
2024
Q2 | $10.7M | Buy |
97,078
+9,689
| +11% | +$1.07M | 3.51% | 4 |
|
|
2024
Q1 | $9.66M | Buy |
87,389
+5,373
| +7% | +$594K | 3.16% | 4 |
|
|
2023
Q4 | $9.03M | Sell |
82,016
-6,529
| -7% | -$719K | 3.19% | 6 |
|
|
2023
Q3 | $9.78M | Sell |
88,545
-1,579
| -2% | -$174K | 3.75% | 4 |
|
|
2023
Q2 | $9.95M | Buy |
90,124
+1,088
| +1% | +$120K | 3.67% | 5 |
|
|
2023
Q1 | $9.84M | Sell |
89,036
-151,302
| -63% | -$16.7M | 3.76% | 4 |
|
|
2022
Q4 | $26.4M | Buy |
240,338
+132,727
| +123% | +$14.6M | 10.86% | 2 |
|
|
2022
Q3 | $11.8M | Hold |
107,611
| – | – | 5.73% | 3 |
|
|
2022
Q2 | $11.8M | Buy |
107,611
+107,511
| +107,511% | +$11.8M | 4.92% | 3 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2021
Q4 | $11K | Sell |
100
-75
| -43% | -$8.25K | ﹤0.01% | 355 |
|
|
2021
Q3 | $19K | Sell |
175
-152
| -46% | -$16.5K | 0.01% | 314 |
|
|
2021
Q2 | $36K | Sell |
327
-498
| -60% | -$54.8K | 0.02% | 255 |
|
|
2021
Q1 | $91K | Sell |
825
-9,371
| -92% | -$1.03M | 0.04% | 164 |
|
|
2020
Q4 | $1.13M | Sell |
10,196
-1,118
| -10% | -$124K | 0.57% | 36 |
|
|
2020
Q3 | $1.25M | Sell |
11,314
-902
| -7% | -$99.8K | 0.75% | 31 |
|
|
2020
Q2 | $1.35M | Sell |
12,216
-10,086
| -45% | -$1.12M | 0.89% | 25 |
|
|
2020
Q1 | $2.48M | Buy |
+22,302
| New | +$2.48M | 2% | 14 |
|