NWAM LLC’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Buy
2025
Q2
$295K Buy
2025
Q1
$269K Buy
2024
Q4
$242K Buy
2024
Q3
$218K Buy
2024
Q2
Sell
2024
Q1
$218K Sell
2023
Q4
$393K Buy
2023
Q3
$227K Sell
2023
Q2
$258K Buy
2023
Q1
$223K Buy
2022
Q3
Sell
2022
Q2
$275K Hold
2022
Q1
$276K Buy