Tempus Wealth Planning’s iShares Trust 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 | $2.21M | Sell |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $229K | Hold |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $266K | Buy |
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