Cary Street Partners Investment Advisory’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 | $18.9K | Buy |
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|
2025
Q1 | $14.9K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $792K | Sell |
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|
2023
Q2 | $827K | Buy |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $719K | Sell |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $579K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $393K | Buy |
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|
2018
Q4 | $649K | Buy |
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