AllSquare Wealth Management’s iShares Trust iShares 0-1 Year 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
$131K Hold
2025
Q1
$131K Hold
2024
Q4
$130K Sell
2024
Q3
$132K Buy
2024
Q2
$130K Hold
2024
Q1
$130K Buy
2023
Q4
$99.6K Hold
2023
Q3
$99.9K Hold
2023
Q2
$99.8K Sell
2023
Q1
$226K Buy