UWM
Udine Wealth Management’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 | $11.9M | Hold |
107,750
| – | – | 6.28% | 5 |
|
|
2025
Q1 | $11.9M | Hold |
107,750
| – | – | 7.96% | 4 |
|
|
2024
Q4 | $11.9M | Hold |
107,750
| – | – | 7.62% | 4 |
|
|
2024
Q3 | $11.9M | Hold |
107,750
| – | – | 8.41% | 4 |
|
|
2024
Q2 | $11.9M | Hold |
107,750
| – | – | 8.29% | 6 |
|
|
2024
Q1 | $11.9M | Sell |
107,750
-3,000
| -3% | -$332K | 8.21% | 5 |
|
|
2023
Q4 | $12.2M | Sell |
110,750
-4,000
| -3% | -$441K | 9.71% | 4 |
|
|
2023
Q3 | $12.7M | Buy |
114,750
+10,000
| +10% | +$1.1M | 12.26% | 4 |
|
|
2023
Q2 | $11.6M | Buy |
+104,750
| New | +$11.6M | 10.99% | 4 |
|