TPWA
TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175,357
| Closed | -$19.4M | – | 251 |
|
|
2023
Q1 | $19.4M | Sell |
175,357
-286,499
| -62% | -$31.7M | 2.87% | 10 |
|
|
2022
Q4 | $50.8M | Sell |
461,856
-91,053
| -16% | -$10M | 7.82% | 3 |
|
|
2022
Q3 | $60.8M | Buy |
552,909
+135,138
| +32% | +$14.9M | 9.21% | 3 |
|
|
2022
Q2 | $46M | Buy |
417,771
+287,916
| +222% | +$31.7M | 6.69% | 4 |
|
|
2022
Q1 | $14.3M | Buy |
+129,855
| New | +$14.3M | 2.01% | 10 |
|