Montecito Bank & Trust’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
Q3 | $476K | Buy |
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2025
Q1 | $686K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $4.33M | Buy |
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|
2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $289K | Buy |
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