BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.5K | Sell |
|
|||||
|
2023
Q1 | $78.2K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2K | Sell |
|
|||||
|
2020
Q1 | $11K | Hold |
|
|||||
|
2019
Q4 | $11K | Buy |
|
|||||
|
2019
Q3 | $11K | Sell |
|
|||||
|
2019
Q2 | $13K | Buy |
|
|||||
|
2019
Q1 | $13K | Buy |
|
|||||
|
2018
Q4 | $11K | Buy |
|
|||||
|
2018
Q3 | $11K | Sell |
|
|||||
|
2018
Q2 | $13K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $218K | Buy |
|