Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.3M | Buy |
120,559
+447
| +0.4% | +$49.5K | 6.34% | 2 |
|
|
2024
Q2 | $13.3M | Sell |
120,112
-36,539
| -23% | -$4.04M | 6.54% | 1 |
|
|
2024
Q1 | $17.3M | Buy |
156,651
+81,895
| +110% | +$9.05M | 8.59% | 1 |
|
|
2023
Q4 | $8.23M | Buy |
74,756
+34,079
| +84% | +$3.75M | 4.13% | 5 |
|
|
2023
Q3 | $4.49M | Buy |
40,677
+16,034
| +65% | +$1.77M | 1.58% | 17 |
|
|
2023
Q2 | $2.72M | Sell |
24,643
-410
| -2% | -$45.3K | 1% | 25 |
|
|
2023
Q1 | $2.77M | Buy |
25,053
+1,112
| +5% | +$123K | 1.07% | 25 |
|
|
2022
Q4 | $2.63M | Buy |
+23,941
| New | +$2.63M | 1.1% | 21 |
|