Udine Wealth Management’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
$11.8M Sell
2025
Q2
$11.9M Hold
2025
Q1
$11.9M Hold
2024
Q4
$11.9M Hold
2024
Q3
$11.9M Hold
2024
Q2
$11.9M Hold
2024
Q1
$11.9M Sell
2023
Q4
$12.2M Sell
2023
Q3
$12.7M Buy
2023
Q2
$11.6M Buy