CMP
Courage Miller Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Sell |
8,180
-743
| -8% | -$82K | 0.29% | 40 |
|
|
2025
Q1 | $986K | Buy |
8,923
+96
| +1% | +$10.6K | 0.33% | 37 |
|
|
2024
Q4 | $972K | Buy |
8,827
+16
| +0.2% | +$1.76K | 0.33% | 39 |
|
|
2024
Q3 | $975K | Buy |
8,811
+565
| +7% | +$62.5K | 0.33% | 39 |
|
|
2024
Q2 | $911K | Sell |
8,246
-154
| -2% | -$17K | 0.33% | 40 |
|
|
2024
Q1 | $929K | Sell |
8,400
-365
| -4% | -$40.3K | 0.32% | 41 |
|
|
2023
Q4 | $965K | Sell |
8,765
-2,516
| -22% | -$277K | 0.37% | 39 |
|
|
2023
Q3 | $1.25M | Buy |
11,281
+69
| +0.6% | +$7.62K | 0.51% | 28 |
|
|
2023
Q2 | $1.24M | Sell |
11,212
-28
| -0.2% | -$3.09K | 0.52% | 30 |
|
|
2023
Q1 | $1.24M | Sell |
11,240
-18
| -0.2% | -$1.99K | 0.53% | 31 |
|
|
2022
Q4 | $1.24M | Sell |
11,258
-1,010
| -8% | -$111K | 0.57% | 29 |
|
|
2022
Q3 | $1.35M | Sell |
12,268
-102
| -0.8% | -$11.2K | 0.68% | 25 |
|
|
2022
Q2 | $1.36M | Hold |
12,370
| – | – | 0.65% | 25 |
|
|
2022
Q1 | $1.36M | Buy |
12,370
+39
| +0.3% | +$4.3K | 0.54% | 27 |
|
|
2021
Q4 | $1.36M | Buy |
12,331
+1,320
| +12% | +$146K | 0.52% | 31 |
|
|
2021
Q3 | $1.22M | Buy |
11,011
+1,578
| +17% | +$174K | 0.49% | 33 |
|
|
2021
Q2 | $1.04M | Buy |
9,433
+1,371
| +17% | +$151K | 0.43% | 38 |
|
|
2021
Q1 | $891K | Buy |
8,062
+846
| +12% | +$93.5K | 0.39% | 41 |
|
|
2020
Q4 | $798K | Buy |
7,216
+1,968
| +38% | +$218K | 0.37% | 42 |
|
|
2020
Q3 | $581K | Hold |
5,248
| – | – | 0.31% | 51 |
|
|
2020
Q2 | $581K | Sell |
5,248
-30
| -0.6% | -$3.32K | 0.31% | 51 |
|
|
2020
Q1 | $585K | Buy |
5,278
+411
| +8% | +$45.6K | 0.36% | 45 |
|
|
2019
Q4 | $538K | Buy |
4,867
+205
| +4% | +$22.7K | 0.28% | 54 |
|
|
2019
Q3 | $516K | Buy |
4,662
+20
| +0.4% | +$2.21K | 0.28% | 54 |
|
|
2019
Q2 | $513K | Buy |
+4,642
| New | +$513K | 0.28% | 55 |
|