Family Management’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 | $37.5M | Buy |
|
|||||
|
2025
Q1 | $35.8M | Sell |
|
|||||
|
2024
Q4 | $40.4M | Sell |
|
|||||
|
2024
Q3 | $42.8M | Sell |
|
|||||
|
2024
Q2 | $44.2M | Sell |
|
|||||
|
2024
Q1 | $45.3M | Sell |
|
|||||
|
2023
Q4 | $51.9M | Sell |
|
|||||
|
2023
Q3 | $60.4M | Sell |
|
|||||
|
2023
Q2 | $71M | Buy |
|
|||||
|
2023
Q1 | $64.8M | Buy |
|
|||||
|
2022
Q4 | $56M | Buy |
|
|||||
|
2022
Q3 | $51.1M | Buy |
|
|||||
|
2022
Q2 | $24.7M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $1.34M | Buy |
|
|||||
|
2020
Q1 | $1.12M | Sell |
|
|||||
|
2019
Q4 | $2.24M | Sell |
|
|||||
|
2019
Q3 | $9.2M | Buy |
|
|||||
|
2019
Q2 | $6.95M | Sell |
|
|||||
|
2019
Q1 | $10.9M | Sell |
|
|||||
|
2018
Q4 | $17.2M | Buy |
|