Private Trust Company’s iShares 0-1 Year 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
$1.61M Buy
2025
Q2
$1.48M Buy
2025
Q1
$516K Buy
2024
Q4
$448K Sell
2024
Q3
$1.28M Hold
2024
Q2
$1.28M Sell
2024
Q1
$1.52M Buy
2023
Q4
$424K Sell
2023
Q3
$431K Sell
2023
Q2
$441K Sell
2023
Q1
$470K Buy
2022
Q4
$166K Hold
2022
Q3
$166K Sell
2022
Q2
$197K Buy