AWM
SHV icon

Avior Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Avior Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,133
Closed -$125K – 2052
2024
Q4 		$125K Sell
1,133
-217
-16% -$23.9K ﹤0.01% 831
2024
Q3 		$149K Sell
1,350
-245
-15% -$27.1K 0.01% 771
2024
Q2 		$176K Buy
1,595
+1
+0.1% +$111 0.01% 703
2024
Q1 		$176K Buy
1,594
+1,438
+922% +$159K 0.01% 747
2023
Q4 		$17.2K Buy
156
+2
+1% +$221 ﹤0.01% 907
2023
Q3 		$17.1K Buy
154
+1
+0.7% +$111 ﹤0.01% 966
2023
Q2 		$17K Buy
153
+1
+0.7% +$111 ﹤0.01% 958
2023
Q1 		$16.9K Hold
152
– – ﹤0.01% 978
2022
Q4 		$16.8K Buy
152
+1
+0.7% +$110 ﹤0.01% 779
2022
Q3 		$16K Hold
151
– – ﹤0.01% 776
2022
Q2 		$16K Hold
151
– – ﹤0.01% 704
2022
Q1 		$16K Hold
151
– – ﹤0.01% 753
2021
Q4 		$16K Sell
151
-30
-17% -$3.18K ﹤0.01% 745
2021
Q3 		$20K Hold
181
– – ﹤0.01% 666
2021
Q2 		$20K Buy
181
+30
+20% +$3.32K ﹤0.01% 650
2021
Q1 		$16K Sell
151
-129
-46% -$13.7K ﹤0.01% 686
2020
Q4 		$30K Hold
280
– – ﹤0.01% 555
2020
Q3 		$31K Hold
280
– – ﹤0.01% 546
2020
Q2 		$31K Buy
280
+1
+0.4% +$111 ﹤0.01% 526
2020
Q1 		$31K Sell
279
-10
-3% -$1.11K 0.01% 488
2019
Q4 		$32K Hold
289
– – 0.01% 494
2019
Q3 		$31K Hold
289
– – 0.01% 495
2019
Q2 		$32K Buy
289
+1
+0.3% +$111 0.01% 487
2019
Q1 		$31K Hold
288
– – 0.01% 461
2018
Q4 		$31K Hold
288
– – 0.01% 494
2018
Q3 		$32K Buy
288
+1
+0.3% +$111 0.01% 515
2018
Q2 		$32K Hold
287
– – 0.01% 510
2018
Q1 		$32K Hold
287
– – 0.01% 516
2017
Q4 		$32K Hold
287
– – 0.01% 515
2017
Q3 		$32K Buy
287
+1
+0.3% +$111 0.01% 246
2017
Q2 		$32K Hold
286
– – 0.01% 221
2017
Q1 		$32K Hold
286
– – 0.01% 263
2016
Q4 		$32K Hold
286
– – 0.01% 248
2016
Q3 		$32K Buy
286
+60
+27% +$6.71K 0.01% 256
2016
Q2 		$25K Buy
226
+1
+0.4% +$111 0.01% 263
2016
Q1 		$25K Buy
+225
New +$25K 0.01% 260