EverSource Wealth Advisors’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
$70 Hold
2025
Q2
$69 Hold
2025
Q1
$69 Sell
2024
Q4
$1.18K Buy
2024
Q1
Sell
2023
Q4
$81.2K Buy