SFMG Wealth Advisors’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 | $696K | Sell |
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|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.68M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $2.41M | Sell |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $2.6M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $871K | Sell |
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|
2016
Q3 | $1.09M | Sell |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $22.9M | Sell |
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|
2015
Q4 | $23.3M | Sell |
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|
2015
Q3 | $23.8M | Buy |
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