Western Wealth Management’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 | $442K | Buy |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $596K | Sell |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $765K | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $739K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $300K | Buy |
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