Forvis Mazars 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 | $644K | Sell |
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|
2025
Q2 | $947K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $3.08M | Buy |
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