Ritholtz Wealth Management’s iShares Trust 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 | $2.99M | Sell |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $5.42M | Buy |
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|
2024
Q4 | $5.37M | Sell |
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|
2024
Q3 | $5.47M | Buy |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $5.15M | Sell |
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|
2023
Q4 | $47.8M | Buy |
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|
2023
Q3 | $41.2M | Sell |
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|
2023
Q2 | $75.1M | Buy |
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|
2023
Q1 | $69.9M | Buy |
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|
2022
Q4 | $44.1M | Sell |
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|
2022
Q3 | $45.2M | Sell |
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|
2022
Q2 | $45.3M | Buy |
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|
2022
Q1 | $5.12M | Buy |
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|
2021
Q4 | $4.99M | Buy |
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|
2021
Q3 | $4.23M | Buy |
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|
2021
Q2 | $4M | Sell |
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|
2021
Q1 | $4.69M | Buy |
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|
2020
Q4 | $3.63M | Buy |
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|
2020
Q3 | $3.35M | Buy |
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|
2020
Q2 | $2.82M | Buy |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $255K | Buy |
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