Beacon Investment Advisory Services’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
2020
Q2
Sell
-11,489
Closed -$1.28M 250
2020
Q1
$1.28M Buy
11,489
+1,619
+16% +$180K 0.09% 125
2019
Q4
$1.09M Sell
9,870
-1
-0% -$110 0.06% 136
2019
Q3
$1.09M Buy
9,871
+1
+0% +$111 0.11% 115
2019
Q2
$1.09M Buy
+9,870
New +$1.09M 0.12% 105