CapWealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

CapWealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$947K	Sell
2023 Q2	$1.67M	Sell
2023 Q1	$2.71M	Sell
2022 Q4	$3.19M	Sell
2022 Q3	$3.59M	Sell
2022 Q2	$4.44M	Sell
2022 Q1	$4.45M	Buy
2018 Q4	–	Sell
2018 Q3	$527K	Buy