Mission 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
Q3 | $242K | Hold |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $791K | Sell |
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|
2023
Q2 | $929K | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $862K | Buy |
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