IWA
Inspirion 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 | $2.01M | Hold |
18,190
| – | – | 0.27% | 39 |
|
|
2025
Q1 | $2.01M | Hold |
18,190
| – | – | 0.28% | 35 |
|
|
2024
Q4 | $2M | Hold |
18,190
| – | – | 0.28% | 36 |
|
|
2024
Q3 | $2.01M | Hold |
18,190
| – | – | 0.28% | 36 |
|
|
2024
Q2 | $2.01M | Hold |
18,190
| – | – | 0.31% | 35 |
|
|
2024
Q1 | $2.01M | Sell |
18,190
-21
| -0.1% | -$2.32K | 0.33% | 36 |
|
|
2023
Q4 | $2.01M | Hold |
18,211
| – | – | 0.36% | 35 |
|
|
2023
Q3 | $2.01M | Hold |
18,211
| – | – | 0.39% | 35 |
|
|
2023
Q2 | $2.01M | Hold |
18,211
| – | – | 0.39% | 34 |
|
|
2023
Q1 | $2.01M | Hold |
18,211
| – | – | 0.4% | 33 |
|
|
2022
Q4 | $2M | Buy |
+18,211
| New | +$2M | 0.42% | 33 |
|