Pathway Financial 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
Q4 | $1.27M | Hold |
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2025
Q3 | $1.27M | Hold |
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|
2025
Q2 | $1.27M | Hold |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.23M | Hold |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.46M | Hold |
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|
2023
Q2 | $1.46M | Hold |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.7M | Hold |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.2M | Sell |
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|
2020
Q3 | $5.15M | Sell |
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|
2020
Q2 | $7.19M | Sell |
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|
2020
Q1 | $7.56M | Buy |
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|
2019
Q4 | $6.28M | Sell |
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|
2019
Q3 | $6.29M | Sell |
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|
2019
Q2 | $7.7M | Buy |
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|
2019
Q1 | $7.66M | Buy |
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