WJ 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 | – | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $882K | Buy |
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|
2024
Q3 | $780K | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $5.85M | Sell |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $11.5M | Buy |
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