AE Wealth 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 | $4.54M | Buy |
|
|||||
|
2025
Q1 | $2.45M | Sell |
|
|||||
|
2024
Q4 | $5.43M | Buy |
|
|||||
|
2024
Q3 | $4.92M | Buy |
|
|||||
|
2024
Q2 | $4.36M | Buy |
|
|||||
|
2024
Q1 | $3.19M | Sell |
|
|||||
|
2023
Q4 | $25.8M | Buy |
|
|||||
|
2023
Q3 | $11M | Sell |
|
|||||
|
2023
Q2 | $19.4M | Sell |
|
|||||
|
2023
Q1 | $93.2M | Buy |
|
|||||
|
2022
Q4 | $69.8M | Sell |
|
|||||
|
2022
Q3 | $120M | Buy |
|
|||||
|
2022
Q2 | $80M | Buy |
|
|||||
|
2022
Q1 | $23.9M | Buy |
|
|||||
|
2021
Q4 | $2.03M | Sell |
|
|||||
|
2021
Q3 | $2.14M | Buy |
|
|||||
|
2021
Q2 | $2.12M | Sell |
|
|||||
|
2021
Q1 | $32.9M | Buy |
|
|||||
|
2020
Q4 | $3.38M | Buy |
|
|||||
|
2020
Q3 | $3.04M | Sell |
|
|||||
|
2020
Q2 | $92.1M | Sell |
|
|||||
|
2020
Q1 | $262M | Buy |
|
|||||
|
2019
Q4 | $1.78M | Buy |
|
|||||
|
2019
Q3 | $755K | Sell |
|
|||||
|
2019
Q2 | $2.45M | Buy |
|