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

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Buy
2025 Q2	$323K	Buy
2025 Q1	$321K	Buy
2024 Q4	$296K	Buy
2024 Q3	$293K	Buy
2020 Q4	–	Sell
2020 Q3	$7.75M	Sell
2020 Q2	$10.3M	Sell
2020 Q1	$16.3M	Buy
2019 Q4	$272K	Buy