Westmount 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
2024
Q4
Sell
-93,022
Closed -$10.3M 229
2024
Q3
$10.3M Sell
93,022
-25,818
-22% -$2.86M 3.09% 5
2024
Q2
$13.1M Buy
118,840
+59,633
+101% +$6.56M 4.32% 4
2024
Q1
$6.54M Buy
+59,207
New +$6.54M 2.35% 6