BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.5K | Sell |
213
-495
| -70% | -$54.7K | ﹤0.01% | 475 |
|
|
2023
Q1 | $78.2K | Buy |
+708
| New | +$78.2K | 0.01% | 342 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$2K | – | 996 |
|
|
2020
Q2 | $2K | Sell |
22
-76
| -78% | -$6.91K | ﹤0.01% | 785 |
|
|
2020
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $11K | Buy |
98
+1
| +1% | +$112 | ﹤0.01% | 520 |
|
|
2019
Q3 | $11K | Sell |
97
-25
| -20% | -$2.84K | ﹤0.01% | 493 |
|
|
2019
Q2 | $13K | Buy |
122
+1
| +0.8% | +$107 | ﹤0.01% | 487 |
|
|
2019
Q1 | $13K | Buy |
121
+22
| +22% | +$2.36K | ﹤0.01% | 494 |
|
|
2018
Q4 | $11K | Buy |
99
+1
| +1% | +$111 | ﹤0.01% | 468 |
|
|
2018
Q3 | $11K | Sell |
98
-24
| -20% | -$2.69K | ﹤0.01% | 483 |
|
|
2018
Q2 | $13K | Buy |
+122
| New | +$13K | ﹤0.01% | 468 |
|
|
2017
Q1 | – | Sell |
-1,976
| Closed | -$218K | – | 177 |
|
|
2016
Q4 | $218K | Buy |
+1,976
| New | +$218K | 0.07% | 151 |
|