High Note Wealth’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
Q2
$493K Sell
2025
Q1
$578K Sell
2024
Q4
$613K Sell
2024
Q3
$623K Sell
2024
Q2
$624K Sell
2024
Q1
$649K Sell
2023
Q4
$678K Sell
2023
Q3
$745K Sell
2023
Q2
$912K Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.1M Buy