DWMS
Dominguez Wealth Management Solutions’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 | $823K | Buy |
7,455
+15
| +0.2% | +$1.66K | 0.57% | 32 |
|
|
2025
Q1 | $822K | Sell |
7,440
-49
| -0.7% | -$5.41K | 0.6% | 31 |
|
|
2024
Q4 | $825K | Sell |
7,489
-2
| -0% | -$220 | 0.6% | 31 |
|
|
2024
Q3 | $829K | Sell |
7,491
-94
| -1% | -$10.4K | 0.6% | 34 |
|
|
2024
Q2 | $838K | Buy |
7,585
+143
| +2% | +$15.8K | 0.63% | 32 |
|
|
2024
Q1 | $823K | Sell |
7,442
-108
| -1% | -$11.9K | 0.65% | 32 |
|
|
2023
Q4 | $832K | Sell |
7,550
-2,351
| -24% | -$259K | 0.69% | 31 |
|
|
2023
Q3 | $1.09M | Buy |
9,901
+2,935
| +42% | +$324K | 1.01% | 23 |
|
|
2023
Q2 | $769K | Buy |
6,966
+2,909
| +72% | +$321K | 0.67% | 31 |
|
|
2023
Q1 | $448K | Buy |
4,057
+177
| +5% | +$19.6K | 0.41% | 43 |
|
|
2022
Q4 | $427K | Buy |
+3,880
| New | +$427K | 0.42% | 40 |
|