Able Wealth Management’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Able Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23.8M	Buy
2025 Q2	$23.4M	Buy
2025 Q1	$22.7M	Buy
2024 Q4	$22.4M	Buy
2024 Q3	$20.6M	Buy
2024 Q2	$20.2M	Sell
2024 Q1	$20.3M	Buy
2023 Q4	$19.4M	Buy