Halbert Hargrove Global Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $98.4M | Sell |
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2022
Q2 | $98.6M | Sell |
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|
2022
Q1 | $98.9M | Buy |
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|
2021
Q4 | $97.7M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $85.3M | Sell |
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|
2020
Q1 | $86.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $91.6M | Sell |
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|
2018
Q3 | $92.6M | Sell |
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|
2018
Q2 | $92.6M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $69.5M | Buy |
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