CIA
Compass Ion Advisors’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 | $1.34M | Buy |
12,137
+5,154
| +74% | +$569K | 0.15% | 81 |
|
|
2025
Q1 | $771K | Buy |
6,983
+840
| +14% | +$92.8K | 0.09% | 123 |
|
|
2024
Q4 | $676K | Sell |
6,143
-95
| -2% | -$10.5K | 0.08% | 138 |
|
|
2024
Q3 | $690K | Sell |
6,238
-3,857
| -38% | -$427K | 0.08% | 134 |
|
|
2024
Q2 | $1.12M | Hold |
10,095
| – | – | 0.16% | 79 |
|
|
2024
Q1 | $1.12M | Sell |
10,095
-275
| -3% | -$30.4K | 0.16% | 80 |
|
|
2023
Q4 | $1.14M | Buy |
10,370
+534
| +5% | +$58.8K | 0.18% | 81 |
|
|
2023
Q3 | $1.09M | Buy |
+9,836
| New | +$1.09M | 0.19% | 80 |
|