First Wilshire Securities Management’s 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 | $582K | Buy |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $553K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $552K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $884K | Hold |
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|
2021
Q1 | $884K | Sell |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $1.91M | Buy |
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|
2020
Q1 | $921K | Sell |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.66M | Buy |
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