Wick Capital 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
$1.94M Sell
2025
Q2
$2.44M Buy
2025
Q1
$2.23M Buy
2024
Q4
$1.99M Buy
2024
Q3
$1.54M Sell
2024
Q2
$1.56M Buy
2024
Q1
Sell
2023
Q4
$862K Buy
2023
Q3
$845K Buy
2023
Q2
Sell
2023
Q1
$750K Buy
2022
Q3
Sell
2022
Q2
$308K Buy
2022
Q1
Sell
2021
Q4
$480K Buy