Howard Financial Services’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 | $207K | Buy |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $458K | Hold |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $771K | Sell |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $209K | Buy |
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