Freestone Capital Holdings’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 | – | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $947K | Sell |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $348M | Sell |
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|
2022
Q3 | $562M | Sell |
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|
2022
Q2 | $716M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14.7K | Hold |
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|
2020
Q3 | $14.7K | Buy |
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