DWM
Diversify Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
19,792
-1,836
| -8% | -$152K | 0.1% | 198 |
|
|
2025
Q1 | $1.8M | Buy |
21,628
+10,092
| +87% | +$838K | 0.13% | 177 |
|
|
2024
Q4 | $944K | Buy |
11,536
+3,043
| +36% | +$249K | 0.07% | 226 |
|
|
2024
Q3 | $700K | Sell |
8,493
-6,221
| -42% | -$513K | 0.07% | 241 |
|
|
2024
Q2 | $1.22M | Buy |
+14,714
| New | +$1.22M | 0.15% | 141 |
|