FWM
Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.18M | Sell |
28,862
-6,452
| -18% | -$710K | 0.23% | 95 |
|
|
2022
Q1 | $3.89M | Sell |
35,314
-174,473
| -83% | -$19.2M | 0.05% | 75 |
|
|
2021
Q4 | $23.2M | Sell |
209,787
-450
| -0.2% | -$49.7K | 1.53% | 13 |
|
|
2021
Q3 | $23.2M | Sell |
210,237
-219,082
| -51% | -$24.2M | 1.6% | 12 |
|
|
2021
Q2 | $47.4M | Buy |
429,319
+101,705
| +31% | +$11.2M | 3.32% | 5 |
|
|
2021
Q1 | $36.2M | Buy |
327,614
+11,645
| +4% | +$1.29M | 2.78% | 8 |
|
|
2020
Q4 | $34.9M | Buy |
315,969
+166
| +0.1% | +$18.3K | 2.86% | 7 |
|
|
2020
Q3 | $35M | Buy |
+315,803
| New | +$35M | 3.2% | 4 |
|