Foundations Investment Advisors’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 | $52.5M | Buy |
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|
2025
Q2 | $51.1M | Buy |
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|
2025
Q1 | $45.4M | Sell |
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|
2024
Q4 | $45.8M | Sell |
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|
2024
Q3 | $51.3M | Sell |
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|
2024
Q2 | $54.3M | Sell |
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|
2024
Q1 | $59.3M | Sell |
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|
2023
Q4 | $64.4M | Sell |
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|
2023
Q3 | $77.3M | Sell |
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|
2023
Q2 | $90.6M | Buy |
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|
2023
Q1 | $39.7M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $26.3M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $102M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $21.9M | Buy |
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