ARS Wealth Advisors Group’s iShares Trust 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
$864K Sell
2025
Q2
$1.93M Sell
2025
Q1
$1.93M Sell
2024
Q4
$1.93M Sell
2024
Q3
$1.96M Sell
2024
Q2
$2.08M Sell
2024
Q1
$2.1M Sell
2023
Q4
$2.42M Sell
2023
Q3
$2.51M Sell
2023
Q2
$2.68M Sell
2023
Q1
$4.55M Sell
2022
Q4
$5.58M Buy
2022
Q3
$1.3M Buy