Sequoia Financial Advisors’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 | $1.35M | Sell |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $4.1M | Sell |
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $6.02M | Sell |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $331K | Sell |
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|
2018
Q3 | $479K | Sell |
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|
2018
Q2 | $576K | Buy |
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|
2018
Q1 | $572K | Buy |
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