AEPWM
Atlantic Edge Private Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-96
| Closed | -$7.94K | – | 521 |
|
|
2025
Q1 | $7.94K | Hold |
96
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $7.87K | Hold |
96
| – | – | ﹤0.01% | 355 |
|
|
2024
Q3 | $7.98K | Hold |
96
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $7.84K | Sell |
96
-26
| -21% | -$2.12K | ﹤0.01% | 339 |
|
|
2024
Q1 | $9.98K | Buy |
122
+24
| +24% | +$1.96K | ﹤0.01% | 317 |
|
|
2023
Q4 | $8.04K | Buy |
+98
| New | +$8.04K | ﹤0.01% | 314 |
|