Capital Advisors Ltd’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 | $1.87M | Sell |
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|
2025
Q2 | $1.89M | Sell |
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2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $4.64M | Sell |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $5M | Buy |
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|
2023
Q1 | $4.21M | Buy |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $9K | Buy |
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