Kestra Private Wealth 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 | $5.38M | Sell |
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|
2025
Q2 | $7.03M | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $355K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $702K | Sell |
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|
2020
Q4 | $932K | Sell |
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|
2020
Q3 | $1.06M | Buy |
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