Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $423K | Buy |
+3,832
| New | +$423K | ﹤0.01% | 1124 |
|
|
2022
Q4 | – | Sell |
-12,160
| Closed | -$1.34M | – | 1555 |
|
|
2022
Q3 | $1.34M | Buy |
12,160
+6,080
| +100% | +$669K | 0.01% | 605 |
|
|
2022
Q2 | $669K | Buy |
+6,080
| New | +$669K | 0.01% | 466 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$4K | – | 856 |
|
|
2019
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 650 |
|