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