BSW
Buckingham Strategic Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.2M | Buy |
146,901
+14,849
| +11% | +$1.64M | 0.17% | 71 |
|
|
2024
Q1 | $14.6M | Sell |
132,052
-4,619
| -3% | -$511K | 0.15% | 76 |
|
|
2023
Q4 | $15.1M | Buy |
136,671
+20,035
| +17% | +$2.21M | 0.18% | 71 |
|
|
2023
Q3 | $12.9M | Buy |
116,636
+11,397
| +11% | +$1.26M | 0.18% | 71 |
|
|
2023
Q2 | $11.6M | Buy |
105,239
+70,411
| +202% | +$7.78M | 0.17% | 74 |
|
|
2023
Q1 | $3.83M | Hold |
34,828
| – | – | 0.07% | 131 |
|
|
2022
Q4 | $3.83M | Buy |
34,828
+18,804
| +117% | +$2.07M | 0.07% | 131 |
|
|
2022
Q3 | $1.76M | Buy |
16,024
+10,676
| +200% | +$1.17M | 0.04% | 184 |
|
|
2022
Q2 | $589K | Buy |
+5,348
| New | +$589K | 0.01% | 339 |
|
|
2021
Q2 | – | Sell |
-2,243
| Closed | -$248K | – | 602 |
|
|
2021
Q1 | $248K | Buy |
+2,243
| New | +$248K | 0.01% | 471 |
|