BFG
Barber Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,350
| Closed | -$480K | – | 175 |
|
|
2022
Q1 | $480K | Buy |
4,350
+8
| +0.2% | +$883 | 0.06% | 80 |
|
|
2021
Q4 | $479K | Buy |
4,342
+611
| +16% | +$67.4K | 0.06% | 90 |
|
|
2021
Q3 | $412K | Buy |
+3,731
| New | +$412K | 0.05% | 102 |
|
|
2020
Q1 | – | Sell |
-7,639
| Closed | -$844K | – | 154 |
|
|
2019
Q4 | $844K | Buy |
7,639
+695
| +10% | +$76.8K | 0.17% | 68 |
|
|
2019
Q3 | $768K | Buy |
+6,944
| New | +$768K | 0.16% | 70 |
|