EWM
EPG 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 | $50.2K | Hold |
454
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $50.2K | Hold |
454
| – | – | 0.01% | 285 |
|
|
2024
Q4 | $50K | Hold |
454
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $50.3K | Buy |
+454
| New | +$50.3K | 0.01% | 297 |
|
|
2024
Q2 | – | Sell |
-454
| Closed | -$50.2K | – | 320 |
|
|
2024
Q1 | $50.2K | Hold |
454
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $50.1K | Sell |
454
-1,820
| -80% | -$201K | 0.01% | 306 |
|
|
2023
Q3 | $251K | Hold |
2,274
| – | – | 0.08% | 211 |
|
|
2023
Q2 | $251K | Hold |
2,274
| – | – | 0.07% | 208 |
|
|
2023
Q1 | $251K | Hold |
2,274
| – | – | 0.08% | 204 |
|
|
2022
Q4 | $250K | Buy |
2,274
+1,820
| +401% | +$200K | 0.1% | 179 |
|
|
2022
Q3 | $50K | Buy |
+454
| New | +$50K | 0.02% | 254 |
|
|
2020
Q2 | – | Sell |
-520
| Closed | -$58K | – | 651 |
|
|
2020
Q1 | $58K | Buy |
+520
| New | +$58K | 0.04% | 256 |
|