Beacon Pointe Advisors’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 | $14.8M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.66M | Buy |
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