AWA
Authentikos Wealth Advisory’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 | $1.17M | Buy |
10,615
+6,303
| +146% | +$696K | 0.89% | 32 |
|
|
2025
Q1 | $476K | Buy |
4,312
+773
| +22% | +$85.4K | 0.4% | 40 |
|
|
2024
Q4 | $390K | Sell |
3,539
-4,350
| -55% | -$479K | 0.39% | 51 |
|
|
2024
Q3 | $873K | Buy |
+7,889
| New | +$873K | 0.84% | 34 |
|
|
2024
Q2 | – | Sell |
-9,064
| Closed | -$1M | – | 61 |
|
|
2024
Q1 | $1M | Buy |
9,064
+1,009
| +13% | +$112K | 1.01% | 24 |
|
|
2023
Q4 | $887K | Sell |
8,055
-820
| -9% | -$90.3K | 0.94% | 26 |
|
|
2023
Q3 | $980K | Sell |
8,875
-895
| -9% | -$98.9K | 0.95% | 26 |
|
|
2023
Q2 | $1.08M | Buy |
9,770
+6,435
| +193% | +$711K | 1.02% | 26 |
|
|
2023
Q1 | $367K | Buy |
+3,335
| New | +$367K | 0.37% | 44 |
|