OBWG
Onyx Bridge Wealth Group’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 | $17.8M | Buy |
161,273
+7,256
| +5% | +$801K | 2.35% | 6 |
|
|
2025
Q1 | $17M | Buy |
154,017
+28,895
| +23% | +$3.19M | 2.44% | 7 |
|
|
2024
Q4 | $13.8M | Sell |
125,122
-25,595
| -17% | -$2.82M | 1.98% | 8 |
|
|
2024
Q3 | $16.7M | Sell |
150,717
-4,977
| -3% | -$551K | 2.51% | 7 |
|
|
2024
Q2 | $17.2M | Buy |
155,694
+2,220
| +1% | +$245K | 2.82% | 6 |
|
|
2024
Q1 | $17M | Sell |
153,474
-6,652
| -4% | -$735K | 3.03% | 6 |
|
|
2023
Q4 | $17.6M | Buy |
160,126
+6,433
| +4% | +$708K | 3.56% | 6 |
|
|
2023
Q3 | $17M | Sell |
153,693
-3,121
| -2% | -$345K | 3.97% | 5 |
|
|
2023
Q2 | $17.3M | Buy |
+156,814
| New | +$17.3M | 4.14% | 3 |
|