Spartan Planning & Wealth Management’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
Q4 | $339K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $814K | Sell |
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|
2024
Q4 | $3.71M | Buy |
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|
2023
Q4 | $4.51K | Sell |
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|
2023
Q3 | $3.22M | Buy |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $16.5M | Sell |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $5.18M | Buy |
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