Kestra Advisory Services’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 | $8.18M | Sell |
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|
2025
Q2 | $13.2M | Buy |
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|
2025
Q1 | $6.89M | Sell |
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|
2024
Q4 | $7.12M | Buy |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $6.37M | Buy |
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|
2024
Q1 | $6.41M | Sell |
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|
2023
Q4 | $6.75M | Buy |
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|
2023
Q3 | $4.68M | Sell |
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|
2023
Q2 | $5.93M | Sell |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $6.48M | Sell |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $8.01M | Buy |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | $809K | Buy |
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