Mount Yale Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Mount Yale Investment Advisors’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$55K	Buy
2025 Q1	–	Sell
2024 Q4	$471K	Buy
2024 Q3	$211K	Sell
2024 Q2	$472K	Hold
2024 Q1	$473K	Sell
2023 Q4	$1.76M	Sell
2023 Q3	$1.93M	Sell
2023 Q2	$2.08M	Buy
2023 Q1	$1.73M	Buy