High Note Wealth’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 | $470K | Sell |
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2025
Q2 | $493K | Sell |
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2025
Q1 | $578K | Sell |
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2024
Q4 | $613K | Sell |
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2024
Q3 | $623K | Sell |
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|
2024
Q2 | $624K | Sell |
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2024
Q1 | $649K | Sell |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $912K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.1M | Buy |
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