Ownership history in EverSource Wealth Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ISHARES SHORT TREASURY BOND ETF (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1 | — | 0% | 0.00% | $70 | $108.41 |
| 2025 Q2 | UNCHANGED | 1 | — | 0% | 0.00% | $69 | $107.23 |
| 2025 Q1 | REDUCED | 1 | -10 | -90.9% | 0.00% | $69 | $106.15 |
| 2024 Q4 | REDUCED | 11 | -726 | -98.5% | 0.00% | $1K | $105.08 |
| 2024 Q1 | UNCHANGED | 737 | — | 0% | 0.01% | $81K | $101.18 |
| 2023 Q4 | INITIATED | 737 | — | — | 0.01% | $81K | — |
As of 2025 Q4 — sorted by position size