Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $5.24M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4.36M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $5.46M | Buy |
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|
2019
Q4 | $449K | Sell |
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|
2019
Q3 | $896K | Buy |
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|
2019
Q1 | $317K | Buy |
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