Axxcess Wealth Management’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
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $6.3M | Sell |
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|
2023
Q1 | $7.57M | Sell |
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|
2022
Q4 | $8.74M | Sell |
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|
2022
Q3 | $10.4M | Sell |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $742K | Buy |
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