North Star Investment 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
Q3 | $985K | Buy |
|
|||||
|
2025
Q2 | $831K | Sell |
|
|||||
|
2025
Q1 | $848K | Buy |
|
|||||
|
2024
Q4 | $328K | Buy |
|
|||||
|
2024
Q3 | $111K | Hold |
|
|||||
|
2024
Q2 | $111K | Hold |
|
|||||
|
2024
Q1 | $111K | Hold |
|
|||||
|
2023
Q4 | $110K | Hold |
|
|||||
|
2023
Q3 | $110K | Hold |
|
|||||
|
2023
Q2 | $110K | Hold |
|
|||||
|
2023
Q1 | $111K | Sell |
|
|||||
|
2022
Q4 | $143K | Hold |
|
|||||
|
2022
Q3 | $143K | Hold |
|
|||||
|
2022
Q2 | $143K | Sell |
|
|||||
|
2022
Q1 | $173K | Hold |
|
|||||
|
2021
Q4 | $173K | Hold |
|
|||||
|
2021
Q3 | $173K | Hold |
|
|||||
|
2021
Q2 | $173K | Hold |
|
|||||
|
2021
Q1 | $173K | Hold |
|
|||||
|
2020
Q4 | $173K | Hold |
|
|||||
|
2020
Q3 | $173K | Hold |
|
|||||
|
2020
Q2 | $173K | Hold |
|
|||||
|
2020
Q1 | $174K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $55K | Hold |
|
|||||
|
2018
Q4 | $55K | Hold |
|
|||||
|
2018
Q3 | $55K | Hold |
|
|||||
|
2018
Q2 | $55K | Hold |
|
|||||
|
2018
Q1 | $55K | Hold |
|
|||||
|
2017
Q4 | $55K | Sell |
|
|||||
|
2017
Q3 | $651K | Hold |
|
|||||
|
2017
Q2 | $651K | Hold |
|
|||||
|
2017
Q1 | $651K | Buy |
|
|||||
|
2016
Q4 | $552K | Buy |
|
|||||
|
2016
Q3 | $254K | Buy |
|
|||||
|
2016
Q2 | $55K | Buy |
|