Capital Analysts LLC’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
Q2 | – | Sell |
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|
2025
Q1 | $4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $55K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $7.24M | Buy |
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|
2022
Q2 | $6.65M | Buy |
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|
2022
Q1 | $4.12M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $29K | Buy |
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