EP Wealth Advisors’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 | $619K | Buy |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $160K | Buy |
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