Shepherd Kaplan Krochuk’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 | $3.01M | Sell |
|
|||||
|
2025
Q2 | $3.19M | Sell |
|
|||||
|
2025
Q1 | $3.29M | Sell |
|
|||||
|
2024
Q4 | $8.64M | Buy |
|
|||||
|
2024
Q3 | $5.02M | Buy |
|
|||||
|
2024
Q2 | $3.88M | Sell |
|
|||||
|
2024
Q1 | $6.69M | Sell |
|
|||||
|
2023
Q4 | $6.81M | Buy |
|
|||||
|
2023
Q3 | $5.88M | Sell |
|
|||||
|
2023
Q2 | $5.88M | Buy |
|
|||||
|
2023
Q1 | $2.98M | Sell |
|
|||||
|
2022
Q4 | $3.05M | Buy |
|
|||||
|
2022
Q3 | $2.94M | Sell |
|
|||||
|
2022
Q2 | $3.59M | Sell |
|
|||||
|
2022
Q1 | $3.65M | Buy |
|
|||||
|
2021
Q4 | $2.77M | Sell |
|
|||||
|
2021
Q3 | $2.78M | Sell |
|
|||||
|
2021
Q2 | $2.96M | Sell |
|
|||||
|
2021
Q1 | $5.87M | Sell |
|
|||||
|
2020
Q4 | $5.95M | Buy |
|
|||||
|
2020
Q3 | $431K | Sell |
|
|||||
|
2020
Q2 | $561K | Hold |
|
|||||
|
2020
Q1 | $563K | Sell |
|
|||||
|
2019
Q4 | $580K | Buy |
|
|||||
|
2019
Q3 | $480K | Buy |
|
|||||
|
2019
Q2 | $362K | Hold |
|
|||||
|
2019
Q1 | $362K | Sell |
|
|||||
|
2018
Q4 | $517K | Sell |
|
|||||
|
2018
Q3 | $528K | Sell |
|
|||||
|
2018
Q2 | $540K | Hold |
|
|||||
|
2018
Q1 | $540K | Buy |
|
|||||
|
2017
Q4 | $529K | Hold |
|
|||||
|
2017
Q3 | $530K | Buy |
|