CIBC Private Wealth Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
1,002
-12
| -1% | -$1.33K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $112K | Sell |
1,014
-519
| -34% | -$57.2K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $169K | Buy |
1,533
+440
| +40% | +$48.5K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $121K | Hold |
1,093
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q2 | $120K | Sell |
1,093
-1,044
| -49% | -$115K | ﹤0.01% | 1326 |
|
|
2024
Q1 | $235K | Buy |
+2,137
| New | +$235K | ﹤0.01% | 1058 |
|
|
2019
Q4 | – | Sell |
-7,200
| Closed | -$796K | – | 926 |
|
|
2019
Q3 | $796K | Buy |
+7,200
| New | +$796K | ﹤0.01% | 611 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$22K | – | 1591 |
|
|
2018
Q2 | $22K | Hold |
200
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q1 | $22K | Buy |
+200
| New | +$22K | ﹤0.01% | 1366 |
|