Summit Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $10K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.91M | Sell |
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|
2020
Q3 | $6.94M | Sell |
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|
2020
Q2 | $8.71M | Sell |
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|
2020
Q1 | $9.53M | Buy |
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|
2019
Q4 | $9.02M | Buy |
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