Arkadios Wealth Advisors’s iShares Short 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 | $1.34M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $22.1K | Buy |
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