First Heartland Consultants’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
$2.53M Sell
2025
Q2
$3.33M Buy
2025
Q1
$2.54M Buy
2024
Q4
Sell
2024
Q3
$1.35M Buy
2023
Q4
Sell
2023
Q3
$1.58M Buy
2023
Q2
$1.53M Sell
2023
Q1
$4.39M Buy
2022
Q4
$1.2M Buy
2022
Q3
$960 Buy
2022
Q2
$935K Buy
2014
Q3
Sell
2014
Q2
$467K Hold
2014
Q1
$467K Buy