WA
Win 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 |
-2,154
| Closed | -$238K | – | 80 |
|
|
2024
Q2 | $238K | Buy |
+2,154
| New | +$238K | 0.11% | 49 |
|
|
2023
Q4 | – | Sell |
-3,789
| Closed | -$419K | – | 81 |
|
|
2023
Q3 | $419K | Sell |
3,789
-17,314
| -82% | -$1.91M | 0.21% | 32 |
|
|
2023
Q2 | $1.91M | Sell |
21,103
-5,220
| -20% | -$472K | 2.55% | 11 |
|
|
2023
Q1 | $2.91M | Buy |
26,323
+25,312
| +2,504% | +$2.8M | 1.15% | 11 |
|
|
2022
Q4 | $111K | Buy |
1,011
+387
| +62% | +$42.5K | 0.04% | 19 |
|
|
2022
Q3 | $69K | Sell |
624
-441
| -41% | -$48.8K | 0.03% | 19 |
|
|
2022
Q2 | $117K | Sell |
1,065
-70
| -6% | -$7.69K | 0.23% | 27 |
|
|
2022
Q1 | $125K | Sell |
1,135
-45
| -4% | -$4.96K | 0.03% | 77 |
|
|
2021
Q4 | $130K | Buy |
+1,180
| New | +$130K | 0.03% | 47 |
|