AWM
Aries 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 | $700K | Sell |
6,339
-335
| -5% | -$37K | 0.18% | 111 |
|
|
2025
Q1 | $737K | Buy |
6,674
+15
| +0.2% | +$1.66K | 0.2% | 109 |
|
|
2024
Q4 | $733K | Buy |
6,659
+2,104
| +46% | +$232K | 0.2% | 110 |
|
|
2024
Q3 | $504K | Sell |
4,555
-2,689
| -37% | -$297K | 0.14% | 134 |
|
|
2024
Q2 | $800K | Sell |
7,244
-2,038
| -22% | -$225K | 0.25% | 99 |
|
|
2024
Q1 | $1.03M | Buy |
9,282
+1,603
| +21% | +$177K | 0.33% | 78 |
|
|
2023
Q4 | $846K | Sell |
7,679
-1,023
| -12% | -$113K | 0.3% | 81 |
|
|
2023
Q3 | $960K | Sell |
8,702
-815
| -9% | -$89.9K | 0.38% | 72 |
|
|
2023
Q2 | $1.05M | Buy |
9,517
+1,555
| +20% | +$172K | 0.41% | 70 |
|
|
2023
Q1 | $880K | Buy |
7,962
+165
| +2% | +$18.2K | 0.36% | 77 |
|
|
2022
Q4 | $857K | Buy |
+7,797
| New | +$857K | 0.37% | 75 |
|