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

KWB Wealth’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
2025 Q3	–	Sell
2025 Q2	$859K	Buy
2025 Q1	$854K	Sell
2024 Q4	$944K	Buy
2024 Q3	$931K	Buy
2024 Q2	$919K	Hold
2024 Q1	$919K	Buy
2023 Q4	$908K	Buy
2023 Q3	$884K	Hold
2023 Q2	$884K	Buy