NorthRock 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 | $2.43K | Sell |
22
-17
| -44% | -$1.88K | ﹤0.01% | 873 |
|
|
2025
Q1 | $4.31K | Buy |
+39
| New | +$4.31K | ﹤0.01% | 796 |
|
|
2024
Q4 | – | Sell |
-1,019
| Closed | -$113K | – | 843 |
|
|
2024
Q3 | $113K | Hold |
1,019
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $113K | Sell |
1,019
-5,154
| -83% | -$570K | ﹤0.01% | 608 |
|
|
2024
Q1 | $682K | Sell |
6,173
-1,528
| -20% | -$169K | 0.03% | 274 |
|
|
2023
Q4 | $848K | Buy |
+7,701
| New | +$848K | 0.04% | 217 |
|