Castle Rock 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
Q3 | $697K | Sell |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $463K | Sell |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $15.4M | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $341K | Hold |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $2.63M | Sell |
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|
2020
Q1 | $5.91M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $402K | Buy |
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