Axxcess 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 | $2.75M | Buy |
24,924
+814
| +3% | +$89.9K | 0.06% | 234 |
|
|
2025
Q1 | $2.66M | Sell |
24,110
-16
| -0.1% | -$1.77K | 0.07% | 213 |
|
|
2024
Q4 | $2.66M | Buy |
24,126
+78
| +0.3% | +$8.59K | 0.06% | 223 |
|
|
2024
Q3 | $2.66M | Sell |
24,048
-13,451
| -36% | -$1.49M | 0.07% | 218 |
|
|
2024
Q2 | $4.14M | Buy |
37,499
+5,070
| +16% | +$560K | 0.11% | 153 |
|
|
2024
Q1 | $3.58M | Buy |
32,429
+167
| +0.5% | +$18.5K | 0.1% | 163 |
|
|
2023
Q4 | $3.55M | Buy |
32,262
+9,615
| +42% | +$1.06M | 0.1% | 163 |
|
|
2023
Q3 | $2.5M | Sell |
22,647
-34,386
| -60% | -$3.8M | 0.09% | 176 |
|
|
2023
Q2 | $6.3M | Sell |
57,033
-11,448
| -17% | -$1.26M | 0.46% | 49 |
|
|
2023
Q1 | $7.57M | Sell |
68,481
-10,995
| -14% | -$1.21M | 0.57% | 32 |
|
|
2022
Q4 | $8.74M | Sell |
79,476
-15,166
| -16% | -$1.67M | 0.72% | 27 |
|
|
2022
Q3 | $10.4M | Sell |
94,642
-11,025
| -10% | -$1.21M | 0.99% | 13 |
|
|
2022
Q2 | $11.6M | Buy |
105,667
+102,947
| +3,785% | +$11.3M | 1.07% | 11 |
|
|
2022
Q1 | $300K | Sell |
2,720
-4,000
| -60% | -$441K | 0.02% | 470 |
|
|
2021
Q4 | $742K | Buy |
+6,720
| New | +$742K | 0.05% | 275 |
|