Cardinal Point Capital Management’s iShares 0-1 Year 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
Q1
Sell
2024
Q4
$319K Sell
2024
Q3
$521K Sell
2024
Q2
$27.8M Buy
2024
Q1
$25.9M Buy
2023
Q4
$16M Buy
2023
Q3
$1.82M Sell
2023
Q2
$2.72M Sell
2023
Q1
$3.41M Sell
2022
Q4
$3.66M Buy