FMWA
Forvis Mazars 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 | $947K | Sell |
8,576
-1,732
| -17% | -$191K | 0.02% | 211 |
|
|
2025
Q1 | $1.14M | Sell |
10,308
-464
| -4% | -$51.3K | 0.03% | 196 |
|
|
2024
Q4 | $1.19M | Buy |
10,772
+5,095
| +90% | +$561K | 0.03% | 205 |
|
|
2024
Q3 | $628K | Sell |
5,677
-91
| -2% | -$10.1K | 0.01% | 284 |
|
|
2024
Q2 | $637K | Buy |
5,768
+399
| +7% | +$44.1K | 0.02% | 257 |
|
|
2024
Q1 | $593K | Sell |
5,369
-796
| -13% | -$88K | 0.02% | 265 |
|
|
2023
Q4 | $679K | Sell |
6,165
-739
| -11% | -$81.4K | 0.02% | 246 |
|
|
2023
Q3 | $763K | Buy |
6,904
+1,748
| +34% | +$193K | 0.02% | 224 |
|
|
2023
Q2 | $569K | Sell |
5,156
-4,141
| -45% | -$457K | 0.02% | 277 |
|
|
2023
Q1 | $1.03M | Sell |
9,297
-8,751
| -48% | -$967K | 0.03% | 202 |
|
|
2022
Q4 | $1.98M | Sell |
18,048
-9,965
| -36% | -$1.1M | 0.07% | 143 |
|
|
2022
Q3 | $3.08M | Buy |
+28,013
| New | +$3.08M | 0.12% | 100 |
|