Tortoise Investment Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $2.34M | Sell |
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|
2020
Q2 | $2.51M | Sell |
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|
2020
Q1 | $2.6M | Buy |
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|
2019
Q4 | $677K | Sell |
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|
2019
Q3 | $831K | Sell |
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|
2019
Q2 | $906K | Sell |
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|
2019
Q1 | $979K | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $924K | Sell |
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|
2018
Q1 | $975K | Buy |
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|
2017
Q4 | $870K | Buy |
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|
2017
Q3 | $815K | Buy |
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|
2017
Q2 | $796K | Buy |
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