Stone House Investment 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
Q3
$70.3K Buy
2025
Q2
$68.1K Buy
2025
Q1
$68.1K Buy
2024
Q4
Sell
2024
Q3
$83.2K Buy
2024
Q2
$82.3K Sell
2024
Q1
$88.1K Sell
2023
Q4
$108K Sell
2023
Q3
$8.68M Buy
2023
Q2
$131K Buy
2023
Q1
$131K Buy
2021
Q2
Sell
2021
Q1
$246K Hold
2020
Q4
$246K Sell
2020
Q3
$1.95M Sell
2020
Q2
$2.79M Sell
2020
Q1
$10M Buy
2019
Q4
$1.34M Sell
2019
Q3
$3.66M Sell
2019
Q2
$4.78M Sell
2019
Q1
$11.1M Sell
2018
Q4
$12.5M Buy