DB Wealth Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.86M | Buy |
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|
2023
Q1 | $4.64M | Sell |
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $4.62M | Buy |
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|
2022
Q2 | $4.47M | Buy |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $97K | Sell |
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|
2020
Q4 | $190K | Buy |
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