Fonville Wealth Management’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Fonville Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.55M	Buy
2025 Q2	$1.47M	Sell
2025 Q1	$1.83M	Buy
2024 Q4	$859K	Buy
2024 Q3	$420K	Buy
2024 Q2	$287K	Buy
2024 Q1	$266K	Buy
2023 Q4	$245K	Buy