Capital Asset Advisory Services’s iShares Short 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 | $509K | Sell |
|
|||||
|
2025
Q2 | $932K | Sell |
|
|||||
|
2025
Q1 | $1.02M | Buy |
|
|||||
|
2024
Q4 | $969K | Buy |
|
|||||
|
2024
Q3 | $798K | Buy |
|
|||||
|
2024
Q2 | $722K | Buy |
|
|||||
|
2024
Q1 | $632K | Buy |
|
|||||
|
2023
Q4 | $531K | Sell |
|
|||||
|
2023
Q3 | $566K | Sell |
|
|||||
|
2023
Q2 | $810K | Sell |
|
|||||
|
2023
Q1 | $907K | Sell |
|
|||||
|
2022
Q4 | $2.73M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.78M | Sell |
|
|||||
|
2022
Q1 | $3.3M | Buy |
|
|||||
|
2021
Q4 | $3.28M | Buy |
|
|||||
|
2021
Q3 | $2.53M | Sell |
|
|||||
|
2021
Q2 | $2.68M | Sell |
|
|||||
|
2021
Q1 | $2.96M | Sell |
|
|||||
|
2020
Q4 | $2.98M | Buy |
|
|||||
|
2020
Q3 | $2.83M | Sell |
|
|||||
|
2020
Q2 | $2.84M | Sell |
|
|||||
|
2020
Q1 | $3.36M | Buy |
|
|||||
|
2019
Q4 | $1.91M | Buy |
|