GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,008
| Closed | -$222K | – | 79 |
|
|
2024
Q3 | $222K | Buy |
2,008
+83
| +4% | +$9.18K | 0.14% | 76 |
|
|
2024
Q2 | $213K | Buy |
1,925
+50
| +3% | +$5.53K | 0.14% | 74 |
|
|
2024
Q1 | $207K | Sell |
1,875
-85
| -4% | -$9.4K | 0.13% | 78 |
|
|
2023
Q4 | $216K | Buy |
1,960
+120
| +7% | +$13.2K | 0.15% | 72 |
|
|
2023
Q3 | $203K | Buy |
+1,840
| New | +$203K | 0.16% | 68 |
|
|
2022
Q3 | – | Sell |
-5,250
| Closed | -$578K | – | 61 |
|
|
2022
Q2 | $578K | Hold |
5,250
| – | – | 0.53% | 29 |
|
|
2022
Q1 | $579K | Sell |
5,250
-86
| -2% | -$9.49K | 0.48% | 33 |
|
|
2021
Q4 | $589K | Hold |
5,336
| – | – | 0.47% | 33 |
|
|
2021
Q3 | $589K | Hold |
5,336
| – | – | 0.52% | 30 |
|
|
2021
Q2 | $590K | Hold |
5,336
| – | – | 0.51% | 32 |
|
|
2021
Q1 | $590K | Buy |
5,336
+1,700
| +47% | +$188K | 0.55% | 31 |
|
|
2020
Q4 | $402K | Buy |
+3,636
| New | +$402K | 0.4% | 44 |
|