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Acima Private Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-48,195
Closed -$5.34M 240
2020
Q2
$5.34M Buy
48,195
+12,488
+35% +$1.38M 3.45% 3
2020
Q1
$3.96M Buy
35,707
+8,878
+33% +$986K 3.05% 5
2019
Q4
$2.96M Buy
26,829
+1,620
+6% +$179K 2.05% 11
2019
Q3
$2.79M Buy
25,209
+1,255
+5% +$139K 2.13% 9
2019
Q2
$2.65M Buy
+23,954
New +$2.65M 2.09% 9