Icon Wealth Partners’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Icon Wealth Partners’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$665K	Buy
2019 Q2	–	Sell
2019 Q1	$56K	Buy
2018 Q3	–	Sell
2018 Q2	$87K	Buy