Retirement Capital Strategies’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 | $1.63M | Buy |
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2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $501K | Hold |
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|
2024
Q4 | $500K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $4.96M | Buy |
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|
2022
Q3 | $4.73M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
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