Alterna Wealth Management’s 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
Q3
$8.96M Sell
2025
Q2
$11.9M Sell
2025
Q1
$13.7M Buy
2024
Q4
$10.5M Buy
2024
Q3
$7.25M Buy
2024
Q2
$4.22M Sell
2024
Q1
$4.86M Buy
2023
Q4
$4.41M Buy
2023
Q3
$3.18M Buy
2023
Q2
$2.9M Buy
2022
Q3
Sell
2022
Q2
$1.18M Buy
2022
Q1
$1.15M Buy
2021
Q4
$325K Buy
2020
Q4
$1.45M Buy
2020
Q3
$1.25M Buy
2020
Q2
$994K Buy
2019
Q2
Sell
2019
Q1
$716K Sell
2018
Q4
$1.99M Buy