Boston Family Office’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
$896K Sell
8,116
-3,709
-31% -$409K 0.06% 166
2025
Q1
$1.31M Buy
11,825
+3,148
+36% +$348K 0.09% 142
2024
Q4
$955K Buy
8,677
+4,219
+95% +$464K 0.07% 158
2024
Q3
$493K Buy
4,458
+2,130
+91% +$236K 0.03% 201
2024
Q2
$257K Buy
+2,328
New +$257K 0.02% 235