B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $626 | Buy |
+5,682
| New | +$626 | ﹤0.01% | 369 |
|
|
2021
Q4 | – | Sell |
-15,940
| Closed | -$1.76M | – | 692 |
|
|
2021
Q3 | $1.76M | Buy |
+15,940
| New | +$1.76M | 0.14% | 153 |
|
|
2020
Q2 | – | Sell |
-2,394
| Closed | -$266K | – | 543 |
|
|
2020
Q1 | $266K | Buy |
+2,394
| New | +$266K | 0.03% | 379 |
|
|
2019
Q4 | – | Sell |
-2,262
| Closed | -$250K | – | 433 |
|
|
2019
Q3 | $250K | Buy |
+2,262
| New | +$250K | 0.04% | 310 |
|