Stratos Wealth Partners’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 | $665K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $828K | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $986K | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $141K | Sell |
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|
2017
Q4 | $188K | Sell |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $408K | Sell |
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|
2017
Q1 | $427K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $283K | Sell |
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|
2016
Q1 | $536K | Sell |
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|
2015
Q4 | $833K | Buy |
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|
2015
Q3 | $638K | Sell |
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|
2015
Q2 | $1.47M | Sell |
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|
2015
Q1 | $3.08M | Buy |
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