Wealthcare Advisory Partners’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 | $544K | Sell |
|
|||||
|
2025
Q2 | $548K | Sell |
|
|||||
|
2025
Q1 | $648K | Sell |
|
|||||
|
2024
Q4 | $663K | Sell |
|
|||||
|
2024
Q3 | $681K | Sell |
|
|||||
|
2024
Q2 | $699K | Sell |
|
|||||
|
2024
Q1 | $805K | Sell |
|
|||||
|
2023
Q4 | $810K | Sell |
|
|||||
|
2023
Q3 | $999K | Sell |
|
|||||
|
2023
Q2 | $1,000K | Buy |
|
|||||
|
2023
Q1 | $995K | Buy |
|
|||||
|
2022
Q4 | $666K | Buy |
|
|||||
|
2022
Q3 | $356K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $143K | Sell |
|
|||||
|
2020
Q4 | $296K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $50K | Hold |
|
|||||
|
2019
Q4 | $50K | Buy |
|