CapWealth Advisors’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

CapWealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$947K	Sell
2023 Q2	$1.67M	Sell
2023 Q1	$2.71M	Sell
2022 Q4	$3.19M	Sell
2022 Q3	$3.59M	Sell
2022 Q2	$4.44M	Sell
2022 Q1	$4.45M	Buy
2018 Q4	–	Sell
2018 Q3	$527K	Buy