Destination 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
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $860K | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $986K | Buy |
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|
2020
Q2 | $748K | Buy |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $527K | Buy |
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|
2019
Q3 | $526K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $301K | Buy |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $231K | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $294K | Buy |
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|
2017
Q2 | $278K | Sell |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $275K | Buy |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $245K | Sell |
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|
2016
Q1 | $1.96M | Hold |
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|
2015
Q4 | $1.96M | Sell |
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|
2015
Q3 | $4.55M | Sell |
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|
2015
Q2 | $7.18M | Buy |
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|
2015
Q1 | $4.26M | Sell |
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|
2014
Q4 | $4.67M | Buy |
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|
2014
Q3 | $4.33M | Buy |
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|
2014
Q2 | $4.15M | Buy |
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|
2014
Q1 | $4.05M | Buy |
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|
2013
Q4 | $3.99M | Sell |
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|
2013
Q3 | $4.72M | Buy |
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|
2013
Q2 | $4.51M | Buy |
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