All Season Financial 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
Q1 | – | Sell |
-7,940
| Closed | -$874K | – | 118 |
|
|
2023
Q4 | $874K | Sell |
7,940
-5,172
| -39% | -$570K | 0.74% | 34 |
|
|
2023
Q3 | $1.45M | Buy |
13,112
+2,234
| +21% | +$247K | 1.47% | 19 |
|
|
2023
Q2 | $1.2M | Buy |
+10,878
| New | +$1.2M | 1.08% | 24 |
|
|
2022
Q4 | – | Sell |
-79,632
| Closed | -$8.76M | – | 136 |
|
|
2022
Q3 | $8.76M | Buy |
+79,632
| New | +$8.76M | 9.51% | 1 |
|