DWMG
DB Wealth Management Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.13M | Sell |
28,420
-10,802
| -28% | -$1.19M | 1.78% | 12 |
|
|
2023
Q3 | $4.33M | Sell |
39,222
-4,811
| -11% | -$531K | 2.73% | 10 |
|
|
2023
Q2 | $4.86M | Buy |
44,033
+2,056
| +5% | +$227K | 2.98% | 8 |
|
|
2023
Q1 | $4.64M | Sell |
41,977
-447
| -1% | -$49.4K | 2.93% | 6 |
|
|
2022
Q4 | $4.66M | Buy |
42,424
+414
| +1% | +$45.5K | 3.02% | 6 |
|
|
2022
Q3 | $4.62M | Buy |
42,010
+1,450
| +4% | +$159K | 3.3% | 7 |
|
|
2022
Q2 | $4.47M | Buy |
40,560
+39,207
| +2,898% | +$4.32M | 3.04% | 7 |
|
|
2022
Q1 | $149K | Buy |
1,353
+1,167
| +627% | +$129K | 0.09% | 102 |
|
|
2021
Q4 | $21K | Hold |
186
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $21K | Hold |
186
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $21K | Sell |
186
-693
| -79% | -$78.2K | 0.01% | 226 |
|
|
2021
Q1 | $97K | Sell |
879
-838
| -49% | -$92.5K | 0.07% | 114 |
|
|
2020
Q4 | $190K | Buy |
+1,717
| New | +$190K | 0.14% | 88 |
|