EWA
ERTS Wealth Advisors’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 | $820K | Buy |
7,430
+1,164
| +19% | +$129K | 0.28% | 22 |
|
|
2025
Q1 | $692K | Buy |
6,266
+169
| +3% | +$18.7K | 0.13% | 37 |
|
|
2024
Q4 | $671K | Sell |
6,097
-194
| -3% | -$21.4K | 0.13% | 40 |
|
|
2024
Q3 | $696K | Sell |
6,291
-198
| -3% | -$21.9K | 0.13% | 39 |
|
|
2024
Q2 | $717K | Buy |
6,489
+103
| +2% | +$11.4K | 0.14% | 38 |
|
|
2024
Q1 | $706K | Buy |
6,386
+4,468
| +233% | +$494K | 0.14% | 36 |
|
|
2023
Q4 | $211K | Buy |
1,918
+13
| +0.7% | +$1.43K | 0.05% | 87 |
|
|
2023
Q3 | $210K | Buy |
1,905
+5
| +0.3% | +$552 | 0.05% | 80 |
|
|
2023
Q2 | $210K | Sell |
1,900
-1,906
| -50% | -$211K | 0.05% | 86 |
|
|
2023
Q1 | $421K | Sell |
3,806
-10,181
| -73% | -$1.12M | 0.1% | 54 |
|
|
2022
Q4 | $1.54M | Sell |
13,987
-21,922
| -61% | -$2.41M | 0.4% | 28 |
|
|
2022
Q3 | $3.95M | Buy |
35,909
+29,008
| +420% | +$3.19M | 1.11% | 14 |
|
|
2022
Q2 | $760K | Buy |
6,901
+4,398
| +176% | +$484K | 0.22% | 37 |
|
|
2022
Q1 | $276K | Sell |
2,503
-30,680
| -92% | -$3.38M | 0.08% | 72 |
|
|
2021
Q4 | $3.66M | Buy |
33,183
+39
| +0.1% | +$4.3K | 0.87% | 15 |
|
|
2021
Q3 | $3.66M | Buy |
33,144
+17,139
| +107% | +$1.89M | 0.96% | 16 |
|
|
2021
Q2 | $1.77M | Buy |
16,005
+5,246
| +49% | +$580K | 0.48% | 20 |
|
|
2021
Q1 | $1.19M | Buy |
10,759
+1,151
| +12% | +$127K | 0.35% | 29 |
|
|
2020
Q4 | $1.06M | Sell |
9,608
-7,010
| -42% | -$775K | 0.34% | 29 |
|
|
2020
Q3 | $1.84M | Buy |
16,618
+1,597
| +11% | +$177K | 0.69% | 20 |
|
|
2020
Q2 | $1.66M | Sell |
15,021
-36
| -0.2% | -$3.99K | 0.67% | 21 |
|
|
2020
Q1 | $1.67M | Sell |
15,057
-15,728
| -51% | -$1.75M | 0.81% | 20 |
|
|
2019
Q4 | $3.4M | Sell |
30,785
-5,965
| -16% | -$659K | 1.53% | 10 |
|
|
2019
Q3 | $4.07M | Buy |
36,750
+3,124
| +9% | +$346K | 2.06% | 10 |
|
|
2019
Q2 | $3.72M | Buy |
33,626
+8,386
| +33% | +$928K | 2.05% | 12 |
|
|
2019
Q1 | $2.79M | Buy |
25,240
+24,099
| +2,112% | +$2.66M | 1.66% | 13 |
|
|
2018
Q4 | $126K | Buy |
+1,141
| New | +$126K | 0.09% | 98 |
|