FWM
Fonville 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 | $1.47M | Sell |
13,353
-3,251
| -20% | -$359K | 0.37% | 48 |
|
|
2025
Q1 | $1.83M | Buy |
16,604
+8,806
| +113% | +$973K | 0.54% | 42 |
|
|
2024
Q4 | $859K | Buy |
7,798
+4,003
| +105% | +$441K | 0.28% | 59 |
|
|
2024
Q3 | $420K | Buy |
3,795
+1,195
| +46% | +$132K | 0.15% | 75 |
|
|
2024
Q2 | $287K | Buy |
2,600
+191
| +8% | +$21.1K | 0.11% | 81 |
|
|
2024
Q1 | $266K | Buy |
2,409
+187
| +8% | +$20.7K | 0.12% | 80 |
|
|
2023
Q4 | $245K | Buy |
+2,222
| New | +$245K | 0.13% | 75 |
|