Stratos Wealth Advisors’s iShares Short 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
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $912K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $530K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $901K | Buy |
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|
2020
Q2 | $808K | Buy |
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