VisionPoint Advisory Group’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 | $1.26M | Sell |
|
|||||
|
2025
Q2 | $1.7M | Buy |
|
|||||
|
2025
Q1 | $857K | Buy |
|
|||||
|
2024
Q4 | $517K | Sell |
|
|||||
|
2024
Q3 | $581K | Buy |
|
|||||
|
2024
Q2 | $576K | Sell |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $1.23M | Buy |
|
|||||
|
2023
Q3 | $865K | Sell |
|
|||||
|
2023
Q2 | $898K | Sell |
|
|||||
|
2023
Q1 | $1.11M | Buy |
|
|||||
|
2022
Q4 | $538K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $357K | Sell |
|
|||||
|
2020
Q2 | $476K | Sell |
|
|||||
|
2020
Q1 | $587K | Sell |
|
|||||
|
2019
Q4 | $723K | Sell |
|
|||||
|
2019
Q3 | $1.9M | Sell |
|
|||||
|
2019
Q2 | $2.63M | Sell |
|
|||||
|
2019
Q1 | $11.7M | Buy |
|
|||||
|
2018
Q4 | $10.3M | Buy |
|