West Branch Capital’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
Q3 | – | Sell |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $579K | Hold |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $695K | Hold |
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|
2021
Q2 | $695K | Hold |
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|
2021
Q1 | $695K | Sell |
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|
2020
Q4 | $732K | Sell |
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|
2020
Q3 | $956K | Buy |
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|
2020
Q2 | $956K | Buy |
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|
2020
Q1 | $956K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $982K | Buy |
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