WFS
Walker Financial Services’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 | $2.79M | Buy |
+25,238
| New | +$2.79M | 1.27% | 13 |
|
|
2024
Q1 | – | Sell |
-1,885
| Closed | -$208K | – | 31 |
|
|
2023
Q4 | $208K | Sell |
1,885
-2,155
| -53% | -$237K | 0.21% | 24 |
|
|
2023
Q3 | $446K | Buy |
4,040
+33
| +0.8% | +$3.65K | 0.43% | 16 |
|
|
2023
Q2 | $443K | Sell |
4,007
-360
| -8% | -$39.8K | 0.44% | 18 |
|
|
2023
Q1 | $483K | Hold |
4,367
| – | – | 0.5% | 15 |
|
|
2022
Q4 | $483K | Sell |
4,367
-15,675
| -78% | -$1.73M | 0.5% | 15 |
|
|
2022
Q3 | $2.2M | Sell |
20,042
-2,375
| -11% | -$261K | 2.06% | 10 |
|
|
2022
Q2 | $2.47M | Sell |
22,417
-1,993
| -8% | -$219K | 2.4% | 10 |
|
|
2022
Q1 | $2.69M | Buy |
+24,410
| New | +$2.69M | 2.47% | 6 |
|