Sage Advisory Services’s iShares Short 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
Q2 | $1.33M | Hold |
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2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.33M | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.29M | Sell |
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|
2019
Q3 | $6.59M | Sell |
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|
2019
Q2 | $12.7M | Sell |
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|
2019
Q1 | $16.6M | Sell |
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|
2018
Q4 | $18.3M | Buy |
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|
2018
Q3 | $15.4M | Buy |
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|
2018
Q2 | $14.4M | Sell |
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|
2018
Q1 | $17.8M | Buy |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $12.6M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.28M | Sell |
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|
2015
Q1 | $15M | Buy |
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