Tortoise Investment Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Tortoise Investment Management’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$728K	Sell	6,595 -300	-4%	-$33.1K	0.07%	127
2025 Q1	$762K	Sell	6,895 -725	-10%	-$80.1K	0.08%	124
2024 Q4	$839K	Sell	7,620 -7,250	-49%	-$798K	0.09%	123
2024 Q3	$1.65M	Buy	14,870 +975	+7%	+$108K	0.17%	92
2024 Q2	$1.54M	Sell	13,895 -1,531	-10%	-$169K	0.18%	91
2024 Q1	$1.71M	Sell	15,426 -1,580	-9%	-$175K	0.21%	84
2023 Q4	$1.87M	Buy	17,006 +3,031	+22%	+$334K	0.25%	78
2023 Q3	$1.54M	Buy	13,975 +10,305	+281%	+$1.14M	0.23%	83
2023 Q2	$405K	Sell	3,670 -145	-4%	-$16K	0.06%	151
2023 Q1	$422K	Sell	3,815 -3,550	-48%	-$392K	0.07%	145
2022 Q4	$810K	Buy	7,365 +1,330	+22%	+$146K	0.14%	110
2022 Q3	$664K	Buy	6,035 +5,535	+1,107%	+$609K	0.13%	109
2022 Q2	$55K	Hold	500	–	–	0.01%	286
2022 Q1	$55K	Sell	500 -9,055	-95%	-$996K	0.01%	291
2021 Q4	$1.06M	Hold	9,555	–	–	0.2%	78
2021 Q3	$1.06M	Hold	9,555	–	–	0.21%	74
2021 Q2	$1.06M	Hold	9,555	–	–	0.22%	71
2021 Q1	$1.06M	Sell	9,555 -225	-2%	-$24.9K	0.23%	72
2020 Q4	$1.08M	Sell	9,780 -11,395	-54%	-$1.26M	0.25%	69
2020 Q3	$2.34M	Sell	21,175 -1,455	-6%	-$161K	0.57%	41
2020 Q2	$2.51M	Sell	22,630 -779	-3%	-$86.3K	0.65%	38
2020 Q1	$2.6M	Buy	23,409 +17,277	+282%	+$1.92M	0.75%	34
2019 Q4	$677K	Sell	6,132 -1,376	-18%	-$152K	0.16%	79
2019 Q3	$831K	Sell	7,508 -678	-8%	-$75K	0.21%	72
2019 Q2	$906K	Sell	8,186 -670	-8%	-$74.2K	0.23%	70
2019 Q1	$979K	Sell	8,856 -2,030	-19%	-$224K	0.26%	68
2018 Q4	$1.2M	Buy	10,886 +246	+2%	+$27.1K	0.32%	56
2018 Q3	$1.18M	Buy	10,640 +2,270	+27%	+$251K	0.31%	57
2018 Q2	$924K	Sell	8,370 -460	-5%	-$50.8K	0.25%	65
2018 Q1	$975K	Buy	8,830 +935	+12%	+$103K	0.27%	57
2017 Q4	$870K	Buy	7,895 +510	+7%	+$56.2K	0.25%	60
2017 Q3	$815K	Buy	7,385 +170	+2%	+$18.8K	0.25%	57
2017 Q2	$796K	Buy	+7,215	New	+$796K	0.26%	59