Baker Avenue Asset 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
2023
Q2
Sell
-4,966
Closed -$549K 1723
2023
Q1
$549K Hold
4,966
0.03% 246
2022
Q4
$546K Hold
4,966
0.03% 233
2022
Q3
$546K Buy
+4,966
New +$546K 0.03% 221