Baron Wealth Management’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Baron Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$300K	Sell
2024 Q3	$437K	Buy
2024 Q2	$359K	Hold
2024 Q1	$359K	Sell
2023 Q4	$426K	Sell
2023 Q3	$444K	Buy
2023 Q2	$429K	Buy