True Link Financial Advisors’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
$40.4M Sell
2025
Q2
$72.6M Buy
2025
Q1
$69.8M Buy
2024
Q4
$60.7M Buy
2024
Q3
$57.4M Sell
2024
Q2
$62.6M Buy
2024
Q1
$54.5M Buy
2023
Q4
$48.9M Buy
2023
Q3
$27M Buy