SWA
SFMG 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 | $723K | Buy |
+6,544
| New | +$723K | 0.05% | 121 |
|
|
2025
Q1 | – | Sell |
-69,745
| Closed | -$7.68M | – | 293 |
|
|
2024
Q4 | $7.68M | Buy |
+69,745
| New | +$7.68M | 0.61% | 23 |
|
|
2021
Q4 | – | Sell |
-11,096
| Closed | -$1.23M | – | 299 |
|
|
2021
Q3 | $1.23M | Sell |
11,096
-879
| -7% | -$97.1K | 0.14% | 82 |
|
|
2021
Q2 | $1.32M | Sell |
11,975
-9,051
| -43% | -$1,000K | 0.15% | 75 |
|
|
2021
Q1 | $2.32M | Sell |
21,026
-734
| -3% | -$81.1K | 0.27% | 49 |
|
|
2020
Q4 | $2.41M | Buy |
21,760
+13
| +0.1% | +$1.44K | 0.31% | 43 |
|
|
2020
Q3 | $2.41M | Sell |
21,747
-283
| -1% | -$31.3K | 0.33% | 36 |
|
|
2020
Q2 | $2.44M | Sell |
22,030
-1,400
| -6% | -$155K | 0.35% | 34 |
|
|
2020
Q1 | $2.6M | Buy |
+23,430
| New | +$2.6M | 0.39% | 22 |
|
|
2017
Q1 | – | Sell |
-7,894
| Closed | -$871K | – | 121 |
|
|
2016
Q4 | $871K | Sell |
7,894
-1,964
| -20% | -$217K | 0.19% | 44 |
|
|
2016
Q3 | $1.09M | Sell |
9,858
-3,071
| -24% | -$339K | 0.24% | 45 |
|
|
2016
Q2 | $1.43M | Sell |
12,929
-194,683
| -94% | -$21.5M | 0.32% | 35 |
|
|
2016
Q1 | $22.9M | Sell |
207,612
-4,146
| -2% | -$458K | 5.05% | 8 |
|
|
2015
Q4 | $23.3M | Sell |
211,758
-4,148
| -2% | -$457K | 5.32% | 8 |
|
|
2015
Q3 | $23.8M | Buy |
+215,906
| New | +$23.8M | 5.76% | 7 |
|