U.S. Capital Wealth 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
$6.21M Buy
2025
Q2
$5.28M Sell
2025
Q1
$6.02M Buy
2024
Q4
$5.4M Buy
2023
Q1
Sell
2022
Q4
$3.3M Buy
2022
Q3
$1.17M Buy
2022
Q2
$1.02M Buy