Cassaday & Co Wealth Management’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
Q2 | $290K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $252K | Sell |
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2024
Q3 | $265K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $1.52M | Buy |
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