Visionary Wealth Advisors’s iShares Short 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
Q1 | – | Sell |
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|
2024
Q4 | $212K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $993K | Sell |
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|
2023
Q4 | $996K | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $593K | Sell |
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|
2020
Q3 | $782K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $856K | Buy |
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