Onyx Bridge Wealth Group’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
$14.4M Sell
2025
Q2
$17.8M Buy
2025
Q1
$17M Buy
2024
Q4
$13.8M Sell
2024
Q3
$16.7M Sell
2024
Q2
$17.2M Buy
2024
Q1
$17M Sell
2023
Q4
$17.6M Buy
2023
Q3
$17M Sell
2023
Q2
$17.3M Buy