Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $993K | Buy |
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|
2021
Q2 | $493K | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $6.01M | Buy |
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|
2019
Q4 | $5.12M | Buy |
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|
2019
Q3 | $4.55M | Buy |
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|
2019
Q2 | $3.87M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $556K | Buy |
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