Bison Wealth’s iShares Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.82M | Hold |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $16.7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $910K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $111K | Sell |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $120K | Hold |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $819K | Buy |
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|
2019
Q4 | $609K | Buy |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $321K | Buy |
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