WIA
World Investment Advisors’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 | $525K | Sell |
4,759
-151
| -3% | -$16.7K | 0.01% | 707 |
|
|
2025
Q1 | $542K | Sell |
4,910
-6,162
| -56% | -$681K | 0.01% | 673 |
|
|
2024
Q4 | $1.22M | Buy |
11,072
+353
| +3% | +$38.9K | 0.03% | 423 |
|
|
2024
Q3 | $1.19M | Buy |
10,719
+482
| +5% | +$53.3K | 0.04% | 390 |
|
|
2024
Q2 | $1.13M | Buy |
+10,237
| New | +$1.13M | 0.07% | 254 |
|
|
2023
Q1 | – | Sell |
-4,194
| Closed | -$461K | – | 259 |
|
|
2022
Q4 | $461K | Sell |
4,194
-5,685
| -58% | -$625K | 0.11% | 136 |
|
|
2022
Q3 | $1.09M | Buy |
+9,879
| New | +$1.09M | 0.26% | 65 |
|
|
2020
Q2 | – | Sell |
-1,851
| Closed | -$205K | – | 182 |
|
|
2020
Q1 | $205K | Buy |
+1,851
| New | +$205K | 0.1% | 124 |
|