Beaird Harris 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
$79.9K Hold
2025
Q2
$79.8K Sell
2025
Q1
$185K Hold
2024
Q4
$184K Hold
2024
Q3
$185K Buy
2024
Q2
$27.2K Sell
2024
Q1
$29.8K Buy
2023
Q4
$27.1K Hold
2023
Q3
$27.2K Buy