Anchor Capital Advisors’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
$17.1M Sell
2025
Q2
$18M Sell
2025
Q1
$18.4M Sell
2024
Q4
$85.5M Sell
2024
Q3
$112M Buy
2024
Q2
$107M Buy
2024
Q1
$49.7M Sell
2023
Q4
$127M Sell
2023
Q3
$167M Buy
2023
Q2
$43.7M Buy
2023
Q1
$40.1M Buy
2022
Q4
$37.2M Buy
2022
Q3
$2.91M Buy
2022
Q2
$2.55M Buy
2020
Q3
Sell
2020
Q2
$30.1M Sell
2020
Q1
$31.5M Sell
2019
Q4
$39.2M Buy
2019
Q3
$22.7M Sell
2019
Q2
$23.2M Sell
2019
Q1
$27.9K Buy
2018
Q4
$18.3M Buy