Ownership history in Winch Advisory Services, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in ISHARES TRUST SHORT TREAS BD ETF (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 107,912 | -1,083 | -1.0% | 2.63% | $11.9M | $109.51 |
| 2025 Q3 | REDUCED | 108,995 | -2,685 | -2.4% | 2.71% | $12.0M | $108.41 |
| 2025 Q2 | REDUCED | 111,680 | -2,228 | -2.0% | 3.01% | $12.3M | $107.23 |
| 2025 Q1 | ADDED | 113,908 | +707 | +0.6% | 3.33% | $12.6M | $106.15 |
| 2024 Q4 | REDUCED | 113,201 | -3,994 | -3.4% | 3.24% | $12.5M | $105.08 |
| 2024 Q3 | ADDED | 117,195 | +312 | +0.3% | 3.59% | $13.0M | $103.91 |
| 2024 Q2 | ADDED | 116,883 | +2,422 | +2.1% | 3.69% | $12.9M | $102.45 |
| 2024 Q1 | REDUCED | 114,461 | -2,862 | -2.4% | 3.86% | $12.7M | $101.18 |
| 2023 Q4 | REDUCED | 117,323 | -711 | -0.6% | 4.29% | $12.9M | $99.96 |
| 2023 Q3 | ADDED | 118,034 | +6,059 | +5.4% | 4.78% | $13.0M | $98.54 |
As of 2025 Q4 — sorted by position size