Meridian 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
Q2 | $9.21M | Buy |
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|
2025
Q1 | $8.69M | Sell |
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|
2024
Q4 | $9.15M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.64M | Buy |
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|
2023
Q4 | $5.05M | Sell |
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|
2023
Q3 | $9.54M | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $780K | Sell |
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|
2020
Q3 | $852K | Buy |
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