SlateStone Wealth’s iShares Trust 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
2022
Q1
Sell
2021
Q4
$618K Sell
2021
Q3
$1.56M Hold
2021
Q2
$1.56M Sell
2021
Q1
$1.71M Sell
2020
Q4
$2.19M Sell
2020
Q3
$4M Sell
2020
Q2
$7.85M Buy