Dynamic Advisor Solutions’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
Q3 | $878K | Sell |
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|
2025
Q2 | $1.33M | Sell |
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2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $6.18M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $4.3M | Sell |
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|
2024
Q1 | $6.35M | Sell |
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|
2023
Q4 | $7.67M | Buy |
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|
2023
Q3 | $7.68M | Buy |
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|
2023
Q2 | $5.69M | Sell |
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|
2023
Q1 | $7.48M | Sell |
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|
2022
Q4 | $9.07M | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $5M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $3.41M | Buy |
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