Freestone Capital Holdings’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
$442K Sell
2025
Q1
$542K Buy
2024
Q4
$377K Buy
2024
Q1
Sell
2023
Q4
$724K Buy
2023
Q3
Sell
2023
Q2
$947K Sell
2023
Q1
$1.89M Sell
2022
Q4
$348M Sell
2022
Q3
$562M Sell
2022
Q2
$716M Buy
2021
Q1
Sell
2020
Q4
$14.7K Hold
2020
Q3
$14.7K Buy