Exencial 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
Q3 | $581K | Buy |
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|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.77M | Sell |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | $5.19M | Buy |
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