Lake Hills 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
Q4 | $447K | Sell |
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|
2025
Q3 | $533K | Sell |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $671K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $5.98M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $21.9M | Buy |
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