Sigma Planning Corp’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
Q2 | $719K | Sell |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $749K | Sell |
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|
2024
Q2 | $952K | Buy |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $972K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $976K | Buy |
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|
2021
Q3 | $904K | Sell |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $826K | Buy |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $843K | Buy |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $375K | Sell |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $417K | Buy |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $306K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $484K | Buy |
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|
2017
Q2 | $384K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $311K | Buy |
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|
2016
Q3 | $273K | Buy |
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