SAW
Signal Advisors 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 | $620K | Sell |
5,611
-118
| -2% | -$13K | 0.05% | 263 |
|
2025
Q1 | $633K | Sell |
5,729
-1,865
| -25% | -$206K | 0.06% | 242 |
|
2024
Q4 | $836K | Buy |
7,594
+125
| +2% | +$13.8K | 0.09% | 199 |
|
2024
Q3 | $826K | Buy |
+7,469
| New | +$826K | 0.12% | 192 |
|
2024
Q2 | – | Sell |
-5,387
| Closed | -$596K | – | 243 |
|
2024
Q1 | $596K | Buy |
5,387
+1,888
| +54% | +$209K | 0.15% | 143 |
|
2023
Q4 | $385K | Buy |
+3,499
| New | +$385K | 0.13% | 147 |
|