Oak Family Advisors’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 | $5.36M | Sell |
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|
2025
Q2 | $7.52M | Buy |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $2.25M | Sell |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $1.97M | Buy |
|