DI
Disciplined Investments’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,553
| Closed | -$172K | – | 1304 |
|
|
2023
Q2 | $172K | Sell |
1,553
-12,424
| -89% | -$1.37M | 0.09% | 122 |
|
|
2023
Q1 | $1.54M | Hold |
13,977
| – | – | 0.65% | 44 |
|
|
2022
Q4 | $1.54M | Buy |
13,977
+13,149
| +1,588% | +$1.45M | 0.75% | 38 |
|
|
2022
Q3 | $91K | Buy |
828
+263
| +47% | +$28.9K | 0.04% | 166 |
|
|
2022
Q2 | $62K | Hold |
565
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $62K | Hold |
565
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $62K | Hold |
565
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $62K | Hold |
565
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $62K | Hold |
565
| – | – | 0.03% | 183 |
|
|
2021
Q1 | $62K | Buy |
565
+54
| +11% | +$5.93K | 0.04% | 167 |
|
|
2020
Q4 | $56K | Buy |
511
+72
| +16% | +$7.89K | 0.04% | 143 |
|
|
2020
Q3 | $49K | Hold |
439
| – | – | 0.04% | 156 |
|
|
2020
Q2 | $49K | Hold |
439
| – | – | 0.04% | 165 |
|
|
2020
Q1 | $49K | Hold |
439
| – | – | 0.05% | 156 |
|
|
2019
Q4 | $48K | Buy |
+439
| New | +$48K | 0.04% | 168 |
|