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Barrett Asset Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Barrett Asset Management’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,850
Closed -$315K – 650
2021
Q3 		$315K Sell
2,850
-1,050
-27% -$116K 0.01% 161
2021
Q2 		$431K Buy
3,900
+100
+3% +$11.1K 0.02% 147
2021
Q1 		$420K Buy
+3,800
New +$420K 0.02% 141