TPCW
TD Private Client Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
57,518
-5,314
| -8% | -$587K | 0.16% | 95 |
|
|
2025
Q1 | $6.94M | Sell |
62,832
-18,749
| -23% | -$2.07M | 0.19% | 87 |
|
|
2024
Q4 | $8.98M | Sell |
81,581
-1,197
| -1% | -$132K | 0.25% | 69 |
|
|
2024
Q3 | $9.16M | Buy |
82,778
+4,600
| +6% | +$509K | 0.26% | 66 |
|
|
2024
Q2 | $8.64M | Sell |
78,178
-4,758
| -6% | -$526K | 0.27% | 63 |
|
|
2024
Q1 | $9.17M | Buy |
82,936
+4,051
| +5% | +$448K | 0.3% | 58 |
|
|
2023
Q4 | $8.69M | Buy |
78,885
+7,690
| +11% | +$847K | 0.31% | 59 |
|
|
2023
Q3 | $7.86M | Sell |
71,195
-11,006
| -13% | -$1.22M | 0.34% | 55 |
|
|
2023
Q2 | $9.08M | Sell |
82,201
-24,298
| -23% | -$2.68M | 0.39% | 46 |
|
|
2023
Q1 | $11.8M | Buy |
106,499
+7,223
| +7% | +$798K | 0.53% | 38 |
|
|
2022
Q4 | $10.9M | Buy |
99,276
+56,597
| +133% | +$6.22M | 0.52% | 38 |
|
|
2022
Q3 | $4.69M | Buy |
42,679
+20,114
| +89% | +$2.21M | 0.24% | 95 |
|
|
2022
Q2 | $2.48M | Buy |
22,565
+8,722
| +63% | +$960K | 0.12% | 181 |
|
|
2022
Q1 | $1.53M | Sell |
13,843
-8,397
| -38% | -$926K | 0.07% | 273 |
|
|
2021
Q4 | $2.46M | Buy |
+22,240
| New | +$2.46M | 0.1% | 203 |
|