CWS
SHV icon

Cypress Wealth Services’s iShares Short Treasury Bond ETF SHV Stock Holding History

Cypress Wealth Services’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,604
Closed -$619K – 273
2024
Q1 		$619K Sell
5,604
-2,853
-34% -$315K 0.14% 119
2023
Q4 		$931K Buy
+8,457
New +$931K 0.23% 77