Concord Wealth Partners’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
Q3 | $31.1M | Buy |
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|
2025
Q2 | $28.9M | Buy |
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|
2025
Q1 | $27.4M | Sell |
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|
2024
Q4 | $28.9M | Buy |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $19.6M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $17.4M | Sell |
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|
2023
Q3 | $20M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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