Consilium Wealth Advisory’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
$1.04M Buy
2025
Q2
$847K Buy
2025
Q1
$449K Buy
2024
Q4
$386K Buy
2024
Q3
$380K Buy
2024
Q2
$291K Buy
2024
Q1
$246K Buy