Alera Investment Advisors’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
2024
Q3
$464K Buy
4,196
+365
+10% +$40.4K 0.05% 143
2024
Q2
$423K Buy
+3,831
New +$423K 0.05% 150
2019
Q2
Sell
-92
Closed -$10K 838
2019
Q1
$10K Buy
+92
New +$10K ﹤0.01% 480