Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Buy |
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|
2025
Q4 | $325K | Hold |
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|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $293K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.75M | Sell |
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $16.3M | Buy |
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|
2019
Q4 | $272K | Buy |
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