SOA 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 | $33.7K | Buy |
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2025
Q2 | $31.1K | Buy |
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2025
Q1 | $29.8K | Buy |
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|
2024
Q4 | $29.3K | Buy |
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|
2024
Q3 | $26.4K | Buy |
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|
2024
Q2 | $25.4K | Buy |
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|
2024
Q1 | $23.5K | Buy |
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|
2023
Q4 | $22.7K | Sell |
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|
2023
Q3 | $26.2K | Buy |
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|
2023
Q2 | $25.7K | Buy |
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|
2023
Q1 | $24.2K | Buy |
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|
2022
Q4 | $23.1K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $22K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $20K | Buy |
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