Aries 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 | $709K | Buy |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $960K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $857K | Buy |
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