AWAG
ARS Wealth Advisors Group’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 | $1.93M | Sell |
17,447
-49
| -0.3% | -$5.41K | 0.22% | 57 |
|
|
2025
Q1 | $1.93M | Sell |
17,496
-44
| -0.3% | -$4.86K | 0.27% | 48 |
|
|
2024
Q4 | $1.93M | Sell |
17,540
-220
| -1% | -$24.2K | 0.27% | 48 |
|
|
2024
Q3 | $1.96M | Sell |
17,760
-1,107
| -6% | -$122K | 0.24% | 54 |
|
|
2024
Q2 | $2.08M | Sell |
18,867
-148
| -0.8% | -$16.4K | 0.27% | 50 |
|
|
2024
Q1 | $2.1M | Sell |
19,015
-2,959
| -13% | -$327K | 0.28% | 48 |
|
|
2023
Q4 | $2.42M | Sell |
21,974
-753
| -3% | -$82.9K | 0.36% | 44 |
|
|
2023
Q3 | $2.51M | Sell |
22,727
-1,551
| -6% | -$171K | 0.41% | 48 |
|
|
2023
Q2 | $2.68M | Sell |
24,278
-16,912
| -41% | -$1.87M | 0.43% | 49 |
|
|
2023
Q1 | $4.55M | Sell |
41,190
-9,541
| -19% | -$1.05M | 0.84% | 40 |
|
|
2022
Q4 | $5.58M | Buy |
50,731
+38,897
| +329% | +$4.28M | 0.92% | 42 |
|
|
2022
Q3 | $1.3M | Buy |
+11,834
| New | +$1.3M | 0.2% | 66 |
|