Forum Financial Management’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 | $3.38M | Buy |
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|
2025
Q2 | $2.4M | Buy |
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|
2025
Q1 | $2.33M | Sell |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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