Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $14.6M | Sell |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $3.83M | Hold |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $589K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $248K | Buy |
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