Cardinal Point 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
Q1 | – | Sell |
-2,900
| Closed | -$319K | – | 182 |
|
|
2024
Q4 | $319K | Sell |
2,900
-1,810
| -38% | -$199K | 0.05% | 69 |
|
|
2024
Q3 | $521K | Sell |
4,710
-247,161
| -98% | -$27.3M | 0.09% | 52 |
|
|
2024
Q2 | $27.8M | Buy |
251,871
+17,920
| +8% | +$1.98M | 4.84% | 9 |
|
|
2024
Q1 | $25.9M | Buy |
233,951
+89,120
| +62% | +$9.85M | 4.92% | 7 |
|
|
2023
Q4 | $16M | Buy |
144,831
+128,380
| +780% | +$14.1M | 3.86% | 7 |
|
|
2023
Q3 | $1.82M | Sell |
16,451
-8,135
| -33% | -$899K | 0.48% | 16 |
|
|
2023
Q2 | $2.72M | Sell |
24,586
-6,270
| -20% | -$693K | 0.82% | 15 |
|
|
2023
Q1 | $3.41M | Sell |
30,856
-2,424
| -7% | -$268K | 1.04% | 12 |
|
|
2022
Q4 | $3.66M | Buy |
+33,280
| New | +$3.66M | 1.26% | 11 |
|