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 |
|