Ancora Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-75
| Closed | -$8.28K | – | 2038 |
|
|
2025
Q1 | $8.28K | Hold |
75
| – | – | ﹤0.01% | 1343 |
|
|
2024
Q4 | $8.26K | Hold |
75
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q3 | $8.3K | Hold |
75
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q2 | $8.29K | Sell |
75
-453
| -86% | -$50K | ﹤0.01% | 1350 |
|
|
2024
Q1 | $58.4K | Hold |
528
| – | – | ﹤0.01% | 924 |
|
|
2023
Q4 | $58.1K | Sell |
528
-388
| -42% | -$42.8K | ﹤0.01% | 905 |
|
|
2023
Q3 | $101K | Hold |
916
| – | – | ﹤0.01% | 780 |
|
|
2023
Q2 | $101K | Buy |
916
+363
| +66% | +$40K | ﹤0.01% | 772 |
|
|
2023
Q1 | $61.1K | Buy |
553
+453
| +453% | +$49.9K | ﹤0.01% | 870 |
|
|
2022
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 1471 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q1 | $11K | Buy |
100
+25
| +33% | +$2.76K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q3 | $8K | Buy |
+75
| New | +$8.29K | ﹤0.01% | 1773 |
|
|
2020
Q2 | – | Sell |
-20,000
| Closed | -$2.22M | – | 1433 |
|
|
2020
Q1 | $2.22M | Buy |
20,000
+2,000
| +11% | +$221K | 0.1% | 207 |
|
|
2019
Q4 | $1.99M | Buy |
18,000
+9,000
| +100% | +$995K | 0.07% | 253 |
|
|
2019
Q3 | $996K | Buy |
9,000
+3,000
| +50% | +$332K | 0.04% | 327 |
|
|
2019
Q2 | $664K | Buy |
6,000
+3,000
| +100% | +$331K | 0.03% | 359 |
|
|
2019
Q1 | $332K | Hold |
3,000
| – | – | 0.02% | 486 |
|
|
2018
Q4 | $331K | Buy |
+3,000
| New | +$331K | 0.02% | 486 |
|
Other funds holding SHV
BBVA