McDonald Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Hold
4,526
0.12% 171
2025
Q1
$500K Hold
4,526
0.13% 165
2024
Q4
$498K Buy
+4,526
New +$498K 0.13% 165
2022
Q1
Sell
-17
Closed -$1.88K 612
2021
Q4
$1.88K Buy
+17
New +$1.88K ﹤0.01% 362