Schrum Private Wealth Management’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 | $850K | Buy |
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|
2025
Q3 | $833K | Buy |
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|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $423K | Buy |
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