Partners Capital Investment Group’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
$6.73M Sell
60,905
-59,694
-49% -$6.59M 0.27% 44
2025
Q1
$13.3M Buy
120,599
+70,161
+139% +$7.75M 0.23% 51
2024
Q4
$5.55M Sell
50,438
-110,531
-69% -$12.2M 0.15% 54
2024
Q3
$17.8M Buy
160,969
+155,576
+2,885% +$17.2M 0.28% 43
2024
Q2
$596K Sell
5,393
-31,123
-85% -$3.44M 0.01% 154
2024
Q1
$4.04M Buy
+36,516
New +$4.04M 0.11% 88