IFP Advisors’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 | $5.85M | Buy |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $16.7M | Sell |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $4.96M | Sell |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $28.4M | Buy |
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|
2022
Q3 | $7.53M | Buy |
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|
2022
Q2 | $6.99M | Hold |
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|
2022
Q1 | $6.99M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $633K | Sell |
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|
2020
Q4 | $2.69M | Sell |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $193K | Buy |
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|
2019
Q3 | $36K | Buy |
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|
2019
Q1 | $438K | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $437K | Buy |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $216K | Sell |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $381K | Sell |
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|
2016
Q3 | $456K | Sell |
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|
2016
Q2 | $502K | Buy |
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|
2016
Q1 | $438K | Buy |
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|
2015
Q4 | $158K | Buy |
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