CAN
Claraphi Advisory Network’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,213
| Closed | -$353K | – | 212 |
|
|
2022
Q3 | $353K | Sell |
3,213
-9,652
| -75% | -$1.06M | 0.19% | 131 |
|
|
2022
Q2 | $1.42M | Sell |
12,865
-10,914
| -46% | -$1.2M | 0.5% | 45 |
|
|
2022
Q1 | $2.62M | Buy |
23,779
+16,335
| +219% | +$1.8M | 0.76% | 29 |
|
|
2021
Q4 | $822K | Buy |
+7,444
| New | +$822K | 0.29% | 81 |
|
|
2020
Q3 | – | Sell |
-24,435
| Closed | -$2.71M | – | 301 |
|
|
2020
Q2 | $2.71M | Buy |
24,435
+14,897
| +156% | +$1.65M | 1.15% | 12 |
|
|
2020
Q1 | $1.06M | Buy |
9,538
+6,835
| +253% | +$759K | 0.5% | 30 |
|
|
2019
Q4 | $299K | Buy |
2,703
+2,702
| +270,200% | +$299K | 0.18% | 132 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 431 |
|