HNW
High Note Wealth’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 | $493K | Sell |
4,462
-768
| -15% | -$84.8K | 0.11% | 81 |
|
|
2025
Q1 | $578K | Sell |
5,230
-339
| -6% | -$37.4K | 0.14% | 63 |
|
|
2024
Q4 | $613K | Sell |
5,569
-60
| -1% | -$6.61K | 0.16% | 64 |
|
|
2024
Q3 | $623K | Sell |
5,629
-15
| -0.3% | -$1.66K | 0.18% | 62 |
|
|
2024
Q2 | $624K | Sell |
5,644
-225
| -4% | -$24.9K | 0.19% | 61 |
|
|
2024
Q1 | $649K | Sell |
5,869
-286
| -5% | -$31.6K | 0.21% | 60 |
|
|
2023
Q4 | $678K | Sell |
6,155
-587
| -9% | -$64.6K | 0.25% | 58 |
|
|
2023
Q3 | $745K | Sell |
6,742
-1,511
| -18% | -$167K | 0.31% | 54 |
|
|
2023
Q2 | $912K | Sell |
8,253
-1,664
| -17% | -$184K | 0.37% | 47 |
|
|
2023
Q1 | $1.1M | Sell |
9,917
-60
| -0.6% | -$6.63K | 0.45% | 44 |
|
|
2022
Q4 | $1.1M | Buy |
+9,977
| New | +$1.1M | 0.46% | 47 |
|