AWM
Aprio Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
2,925
+18
| +0.6% | +$1.99K | 0.04% | 270 |
|
|
2025
Q1 | $321K | Buy |
2,907
+215
| +8% | +$23.8K | 0.04% | 255 |
|
|
2024
Q4 | $296K | Buy |
2,692
+43
| +2% | +$4.73K | 0.04% | 218 |
|
|
2024
Q3 | $293K | Buy |
+2,649
| New | +$293K | 0.05% | 200 |
|
|
2020
Q4 | – | Sell |
-70,027
| Closed | -$7.75M | – | 63 |
|
|
2020
Q3 | $7.75M | Sell |
70,027
-23,050
| -25% | -$2.55M | 5.5% | 4 |
|
|
2020
Q2 | $10.3M | Sell |
93,077
-54,084
| -37% | -$5.99M | 9.95% | 2 |
|
|
2020
Q1 | $16.3M | Buy |
147,161
+144,700
| +5,880% | +$16.1M | 20.71% | 2 |
|
|
2019
Q4 | $272K | Buy |
+2,461
| New | +$272K | 0.2% | 56 |
|