Wealth Management Associates’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
2,000
| – | – | 0.09% | 201 |
|
|
2025
Q1 | $221K | Hold |
2,000
| – | – | 0.09% | 194 |
|
|
2024
Q4 | $220K | Hold |
2,000
| – | – | 0.09% | 189 |
|
|
2024
Q3 | $221K | Hold |
2,000
| – | – | 0.1% | 188 |
|
|
2024
Q2 | $221K | Hold |
2,000
| – | – | 0.1% | 176 |
|
|
2024
Q1 | $221K | Sell |
2,000
-200
| -9% | -$22.1K | 0.1% | 176 |
|
|
2023
Q4 | $242K | Hold |
2,200
| – | – | 0.13% | 168 |
|
|
2023
Q3 | $243K | Hold |
2,200
| – | – | 0.14% | 153 |
|
|
2023
Q2 | $243K | Sell |
2,200
-187
| -8% | -$20.7K | 0.14% | 157 |
|
|
2023
Q1 | $264K | Hold |
2,387
| – | – | 0.16% | 148 |
|
|
2022
Q4 | $262K | Sell |
2,387
-50
| -2% | -$5.5K | 0.17% | 139 |
|
|
2022
Q3 | $268K | Buy |
2,437
+187
| +8% | +$20.6K | 0.19% | 138 |
|
|
2022
Q2 | $248K | Hold |
2,250
| – | – | 0.17% | 147 |
|
|
2022
Q1 | $248K | Hold |
2,250
| – | – | 0.14% | 165 |
|
|
2021
Q4 | $248K | Sell |
2,250
-550
| -20% | -$60.7K | 0.13% | 168 |
|
|
2021
Q3 | $309K | Hold |
2,800
| – | – | 0.18% | 132 |
|
|
2021
Q2 | $309K | Hold |
2,800
| – | – | 0.18% | 139 |
|
|
2021
Q1 | $309K | Hold |
2,800
| – | – | 0.2% | 126 |
|
|
2020
Q4 | $309K | Hold |
2,800
| – | – | 0.2% | 125 |
|
|
2020
Q3 | $310K | Hold |
2,800
| – | – | 0.24% | 104 |
|
|
2020
Q2 | $310K | Buy |
+2,800
| New | +$310K | 0.26% | 91 |
|