RWB
RMR Wealth Builders’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 | $265K | Sell |
2,398
-238
| -9% | -$26.3K | 0.02% | 242 |
|
|
2025
Q1 | $291K | Sell |
2,636
-237
| -8% | -$26.2K | 0.03% | 210 |
|
|
2024
Q4 | $316K | Sell |
2,873
-919
| -24% | -$101K | 0.03% | 203 |
|
|
2024
Q3 | $419K | Buy |
3,792
+286
| +8% | +$31.6K | 0.04% | 172 |
|
|
2024
Q2 | $387K | Sell |
3,506
-515
| -13% | -$56.9K | 0.04% | 172 |
|
|
2024
Q1 | $445K | Buy |
4,021
+29
| +0.7% | +$3.21K | 0.05% | 162 |
|
|
2023
Q4 | $440K | Sell |
3,992
-2,863
| -42% | -$315K | 0.06% | 154 |
|
|
2023
Q3 | $757K | Sell |
6,855
-1,210
| -15% | -$134K | 0.12% | 93 |
|
|
2023
Q2 | $891K | Sell |
8,065
-702
| -8% | -$77.5K | 0.15% | 68 |
|
|
2023
Q1 | $969K | Sell |
8,767
-17,507
| -67% | -$1.93M | 0.18% | 63 |
|
|
2022
Q4 | $2.89M | Buy |
26,274
+8,131
| +45% | +$894K | 0.65% | 30 |
|
|
2022
Q3 | $2M | Sell |
18,143
-2,198
| -11% | -$242K | 0.49% | 31 |
|
|
2022
Q2 | $2.24M | Buy |
20,341
+1,870
| +10% | +$206K | 0.56% | 32 |
|
|
2022
Q1 | $2.04M | Sell |
18,471
-4,832
| -21% | -$533K | 0.44% | 36 |
|
|
2021
Q4 | $2.57M | Sell |
23,303
-82,085
| -78% | -$9.06M | 0.74% | 27 |
|
|
2021
Q3 | $11.6M | Buy |
105,388
+19,054
| +22% | +$2.1M | 3.42% | 6 |
|
|
2021
Q2 | $9.54M | Sell |
86,334
-35,783
| -29% | -$3.95M | 3.13% | 7 |
|
|
2021
Q1 | $13.5M | Buy |
122,117
+74,436
| +156% | +$8.23M | 3.51% | 6 |
|
|
2020
Q4 | $5.27M | Sell |
47,681
-72,553
| -60% | -$8.02M | 2.59% | 8 |
|
|
2020
Q3 | $13.3M | Buy |
120,234
+94,288
| +363% | +$10.4M | 3.46% | 8 |
|
|
2020
Q2 | $2.87M | Buy |
+25,946
| New | +$2.87M | 2.56% | 5 |
|
|
2019
Q4 | $1.45M | Buy |
+13,105
| New | +$1.45M | 1.39% | 16 |
|