Seven Post Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-163,736
| Closed | -$18.1M | – | 39 |
|
|
2025
Q1 | $18.1M | Sell |
163,736
-1,878
| -1% | -$207K | 6.91% | 4 |
|
|
2024
Q4 | $18.2M | Buy |
165,614
+8,635
| +6% | +$951K | 6.98% | 4 |
|
|
2024
Q3 | $17.4M | Sell |
156,979
-1,605
| -1% | -$178K | 2.62% | 9 |
|
|
2024
Q2 | $17.5M | Buy |
158,584
+41,954
| +36% | +$4.64M | 3.25% | 7 |
|
|
2024
Q1 | $12.9M | Buy |
116,630
+13,526
| +13% | +$1.5M | 3.15% | 7 |
|
|
2023
Q4 | $11.4M | Buy |
103,104
+56,324
| +120% | +$6.2M | 2.86% | 8 |
|
|
2023
Q3 | $5.17M | Buy |
46,780
+4,879
| +12% | +$539K | 1.43% | 13 |
|
|
2023
Q2 | $4.63M | Buy |
+41,901
| New | +$4.63M | 1.41% | 12 |
|