Wealthspire Advisors (New York)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$359K	Sell
2025 Q2	$399K	Sell
2025 Q1	$511K	Buy
2024 Q4	$271K	Buy
2024 Q3	$206K	Sell
2024 Q2	$239K	Buy
2024 Q1	$226K	Buy
2023 Q3	–	Sell
2023 Q2	$867K	Buy
2022 Q3	–	Sell
2022 Q2	$284K	Buy