IWA
IBEX Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-114
| Closed | -$6K | – | 389 |
|
|
2021
Q3 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 388 |
|
|
2019
Q3 | – | Sell |
-3,064
| Closed | -$155K | – | 305 |
|
|
2019
Q2 | $155K | Sell |
3,064
-19,469
| -86% | -$985K | 0.04% | 143 |
|
|
2019
Q1 | $1.13M | Buy |
22,533
+1,792
| +9% | +$89.9K | 0.4% | 86 |
|
|
2018
Q4 | $1.04M | Buy |
+20,741
| New | +$1.04M | 0.47% | 58 |
|