Core Wealth Advisors’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 | $950K | Hold |
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|
2025
Q2 | $950K | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $867K | Hold |
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|
2024
Q3 | $871K | Hold |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $83.5K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $38K | Buy |
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