OneDigital Investment 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 | $1.62M | Sell |
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2025
Q2 | $1.83M | Sell |
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2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $19.6M | Buy |
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|
2023
Q1 | $17.6M | Buy |
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $891K | Buy |
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|
2021
Q3 | $882K | Sell |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $918K | Buy |
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|
2020
Q4 | $895K | Buy |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $4.65M | Sell |
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|
2020
Q1 | $5.64M | Buy |
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|
2019
Q4 | $2.42M | Buy |
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