Wealth Management Associates’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 | $221K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $310K | Buy |
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