BWM
Birchcreek 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 | $2.14M | Sell |
19,379
-1,586
| -8% | -$175K | 1.21% | 17 |
|
|
2025
Q1 | $2.32M | Sell |
20,965
-1,106
| -5% | -$122K | 1.46% | 14 |
|
|
2024
Q4 | $2.43M | Sell |
22,071
-21,621
| -49% | -$2.38M | 1.53% | 15 |
|
|
2024
Q3 | $4.83M | Sell |
43,692
-74,806
| -63% | -$8.28M | 3.17% | 7 |
|
|
2024
Q2 | $13.1M | Buy |
118,498
+10,267
| +9% | +$1.13M | 7.37% | 2 |
|
|
2024
Q1 | $12M | Buy |
108,231
+21,938
| +25% | +$2.43M | 6.29% | 2 |
|
|
2023
Q4 | $9.5M | Buy |
86,293
+38,404
| +80% | +$4.23M | 5.68% | 3 |
|
|
2023
Q3 | $5.29M | Buy |
47,889
+5,455
| +13% | +$603K | 3.59% | 5 |
|
|
2023
Q2 | $4.69M | Buy |
42,434
+13,476
| +47% | +$1.49M | 3.27% | 6 |
|
|
2023
Q1 | $3.2M | Buy |
+28,958
| New | +$3.2M | 2.53% | 9 |
|