WCFA
Walkner Condon Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,832
| Closed | -$202K | – | 274 |
|
|
2024
Q2 | $202K | Sell |
1,832
-1,687
| -48% | -$186K | 0.04% | 250 |
|
|
2024
Q1 | $389K | Buy |
3,519
+71
| +2% | +$7.85K | 0.08% | 182 |
|
|
2023
Q4 | $380K | Sell |
3,448
-2,915
| -46% | -$321K | 0.09% | 183 |
|
|
2023
Q3 | $703K | Sell |
6,363
-1,450
| -19% | -$160K | 0.19% | 105 |
|
|
2023
Q2 | $863K | Buy |
7,813
+115
| +1% | +$12.7K | 0.23% | 95 |
|
|
2023
Q1 | $851K | Buy |
+7,698
| New | +$851K | 0.24% | 92 |
|
|
2021
Q1 | – | Sell |
-4,260
| Closed | -$471K | – | 169 |
|
|
2020
Q4 | $471K | Hold |
4,260
| – | – | 0.2% | 85 |
|
|
2020
Q3 | $472K | Buy |
+4,260
| New | +$472K | 0.25% | 69 |
|