Coppell Advisory Solutions’s iShares Trust 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
$1.62M Sell
2025
Q2
$2.78M Buy
2025
Q1
$205K Sell
2024
Q4
$2.68M Sell
2024
Q3
$2.89M Sell
2024
Q2
$3.48M Buy
2023
Q4
$7.78M Buy
2023
Q3
$121K Sell
2023
Q2
$378K Sell
2023
Q1
$1.37M Buy
2022
Q4
$121K Buy