CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,597
| Closed | -$1.5M | – | 157 |
|
|
2022
Q2 | $1.5M | Sell |
13,597
-26
| -0.2% | -$2.86K | 0.06% | 116 |
|
|
2022
Q1 | $1.5M | Buy |
13,623
+2,658
| +24% | +$293K | 0.05% | 122 |
|
|
2021
Q4 | $1.21M | Buy |
10,965
+323
| +3% | +$35.7K | 0.04% | 122 |
|
|
2021
Q3 | $1.18M | Sell |
10,642
-229
| -2% | -$25.3K | 0.05% | 131 |
|
|
2021
Q2 | $1.2M | Buy |
10,871
+54
| +0.5% | +$5.97K | 0.05% | 136 |
|
|
2021
Q1 | $1.2M | Sell |
10,817
-611
| -5% | -$67.5K | 0.06% | 117 |
|
|
2020
Q4 | $1.26M | Buy |
11,428
+576
| +5% | +$63.7K | 0.06% | 106 |
|
|
2020
Q3 | $1.2M | Buy |
+10,852
| New | +$1.2M | 0.07% | 106 |
|
|
2019
Q4 | $1.55M | Buy |
14,041
+1,006
| +8% | +$111K | 0.12% | 90 |
|
|
2019
Q3 | $1.44M | Buy |
+13,035
| New | +$1.44M | 0.13% | 82 |
|