Quadrant Private 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
Q1 | – | Sell |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $561K | Buy |
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|
2020
Q2 | $409K | Buy |
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