Wealth Enhancement Advisory Services’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 | $166M | Buy |
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|
2025
Q2 | $161M | Sell |
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|
2025
Q1 | $168M | Buy |
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|
2024
Q4 | $133M | Buy |
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|
2024
Q3 | $121M | Sell |
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|
2024
Q2 | $125M | Buy |
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|
2024
Q1 | $105M | Buy |
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|
2023
Q4 | $83.1M | Buy |
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|
2023
Q3 | $67.2M | Buy |
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|
2023
Q2 | $32.6M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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