Oak Harbor Wealth Partners’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 | $331 | Hold |
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|
2025
Q2 | $331 | Hold |
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|
2025
Q1 | $331 | Hold |
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|
2024
Q4 | $330 | Hold |
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|
2024
Q3 | $332 | Hold |
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|
2024
Q2 | $332 | Hold |
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|
2024
Q1 | $332 | Hold |
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|
2023
Q4 | $330 | Hold |
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|
2023
Q3 | $331 | Sell |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $100K | Buy |
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