Beverly Hills Private Wealth’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 | $333K | Sell |
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|
2025
Q2 | $405K | Sell |
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2025
Q1 | $773K | Sell |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $923K | Sell |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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