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Coe Capital Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Coe Capital Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,258
Closed -$250K – 92
2020
Q3 		$250K Hold
2,258
– – 0.34% 62
2020
Q2 		$250K Hold
2,258
– – 0.37% 62
2020
Q1 		$251K Hold
2,258
– – 0.42% 58
2019
Q4 		$249K Buy
+2,258
New +$249K 0.32% 69