Laidlaw Wealth Management’s iShares Short 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
Q1 | – | Sell |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $4.66M | Buy |
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2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $4.48M | Buy |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $5.44M | Buy |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $4.49M | Sell |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $295K | Buy |
|