Independent Solutions Wealth Management’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 | $10.3M | Buy |
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|
2025
Q2 | $8.93M | Buy |
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|
2025
Q1 | $8.18M | Buy |
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|
2024
Q4 | $7.64M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $985K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $7.11M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $649K | Buy |
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