Milestone Asset 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
Q3
$3.25M Buy
2025
Q2
$3.12M Buy
2025
Q1
$3.05M Buy
2024
Q4
$3.01M Buy
2024
Q3
$2.84M Buy
2024
Q2
$2.6M Buy
2024
Q1
$2.25M Buy