Tilia Fiduciary Partners’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
Q1 | – | Sell |
-3,645
| Closed | -$401K | – | 116 |
|
|
2024
Q4 | $401K | Hold |
3,645
| – | – | 0.27% | 81 |
|
|
2024
Q3 | $403K | Hold |
3,645
| – | – | 0.28% | 77 |
|
|
2024
Q2 | $403K | Hold |
3,645
| – | – | 0.32% | 75 |
|
|
2024
Q1 | $403K | Buy |
+3,645
| New | +$403K | 0.33% | 76 |
|
|
2022
Q1 | – | Sell |
-196
| Closed | -$22K | – | 568 |
|
|
2021
Q4 | $22K | Buy |
+196
| New | +$22K | 0.02% | 322 |
|