Connectus Wealth’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
Q1 | $581K | Sell |
5,260
-6,963
| -57% | -$770K | 0.02% | 282 |
|
|
2023
Q4 | $1.35M | Buy |
12,223
+4,500
| +58% | +$496K | 0.03% | 303 |
|
|
2023
Q3 | $853K | Sell |
7,723
-2,561
| -25% | -$283K | 0.02% | 332 |
|
|
2023
Q2 | $1.14M | Buy |
10,284
+6,541
| +175% | +$723K | 0.03% | 270 |
|
|
2023
Q1 | $414K | Buy |
3,743
+8
| +0.2% | +$884 | 0.01% | 361 |
|
|
2022
Q4 | $411K | Buy |
3,735
+13
| +0.3% | +$1.43K | 0.01% | 357 |
|
|
2022
Q3 | $409K | Buy |
3,722
+4
| +0.1% | +$440 | 0.01% | 425 |
|
|
2022
Q2 | $409K | Buy |
+3,718
| New | +$409K | 0.01% | 360 |
|