Atticus 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 | $2.81M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $9.66M | Buy |
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|
2023
Q4 | $9.03M | Sell |
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|
2023
Q3 | $9.78M | Sell |
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|
2023
Q2 | $9.95M | Buy |
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|
2023
Q1 | $9.84M | Sell |
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|
2022
Q4 | $26.4M | Buy |
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|
2022
Q3 | $11.8M | Hold |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $91K | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $2.48M | Buy |
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