Beaumont Capital 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
$637K Buy
5,771
+3,108
+117% +$343K 0.44% 39
2025
Q1
$294K Buy
+2,663
New +$294K 0.22% 52
2023
Q2
Sell
-124,011
Closed -$13.7M 43
2023
Q1
$13.7M Buy
+124,011
New +$13.7M 9.52% 3
2022
Q3
Sell
-146,389
Closed -$16.1M 41
2022
Q2
$16.1M Buy
+146,389
New +$16.1M 13.3% 2