HM Payson & Co’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
Q4 | $331 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $168K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.02M | Hold |
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|
2024
Q1 | $4.02M | Sell |
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|
2023
Q4 | $4.72M | Sell |
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|
2023
Q3 | $4.93M | Sell |
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|
2023
Q2 | $5.07M | Buy |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $134K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.37M | Hold |
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|
2020
Q3 | $1.37M | Hold |
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|
2020
Q2 | $1.38M | Hold |
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|
2020
Q1 | $1.38M | Hold |
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|
2019
Q4 | $1.37M | Hold |
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|
2019
Q3 | $1.37M | Hold |
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|
2019
Q2 | $1.37M | Hold |
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|
2019
Q1 | $1.37M | Buy |
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