TruWealth 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 | – | Sell |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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