TF
Tompkins Financial’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 | $400K | Buy |
+3,626
| New | +$400K | 0.04% | 135 |
|
|
2024
Q4 | – | Sell |
-900
| Closed | -$99.6K | – | 585 |
|
|
2024
Q3 | $99.6K | Hold |
900
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $99.5K | Hold |
900
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $99.5K | Hold |
900
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $99.1K | Hold |
900
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $99.4K | Sell |
900
-100
| -10% | -$11K | 0.02% | 249 |
|
|
2023
Q2 | $110K | Hold |
1,000
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $111K | Hold |
1,000
| – | – | 0.02% | 246 |
|
|
2022
Q4 | $110K | Hold |
1,000
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $110K | Hold |
1,000
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $110K | Hold |
1,000
| – | – | 0.02% | 250 |
|
|
2022
Q1 | $110K | Buy |
+1,000
| New | +$110K | 0.02% | 277 |
|