MW
Marks 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 | $53.1M | Sell |
480,919
-929,282
| -66% | -$103M | 17.22% | 1 |
|
|
2025
Q1 | $156M | Buy |
+1,410,201
| New | +$156M | 57.18% | 1 |
|
|
2023
Q3 | – | Sell |
-71,134
| Closed | -$7.86M | – | 7 |
|
|
2023
Q2 | $7.86M | Sell |
71,134
-400
| -0.6% | -$44.2K | 8.11% | 2 |
|
|
2023
Q1 | $7.9M | Sell |
71,534
-69
| -0.1% | -$7.63K | 70.88% | 1 |
|
|
2022
Q4 | $7.87M | Sell |
71,603
-168,159
| -70% | -$18.5M | 32.88% | 2 |
|
|
2022
Q3 | $26.4M | Sell |
239,762
-95,991
| -29% | -$10.6M | 39.59% | 2 |
|
|
2022
Q2 | $37M | Buy |
+335,753
| New | +$37M | 43.44% | 1 |
|