Perigon Wealth 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 | $1.34M | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $945K | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $305K | Buy |
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