WAL
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W Advisors LLC’s iShares Short Treasury Bond ETF SHV Stock Holding History

W Advisors LLC’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,556
Closed -$281K – 114
2023
Q4 		$281K Buy
+2,556
New +$281K 0.21% 88