EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,929
| Closed | -$874K | – | 50 |
|
|
2022
Q1 | $874K | Sell |
7,929
-5,300
| -40% | -$584K | 0.42% | 35 |
|
|
2021
Q4 | $1.46M | Buy |
13,229
+779
| +6% | +$86K | 0.66% | 30 |
|
|
2021
Q3 | $1.38M | Buy |
12,450
+5,752
| +86% | +$635K | 0.69% | 31 |
|
|
2021
Q2 | $740K | Sell |
6,698
-4,320
| -39% | -$477K | 0.37% | 34 |
|
|
2021
Q1 | $1.22M | Buy |
11,018
+8,375
| +317% | +$926K | 0.66% | 29 |
|
|
2020
Q4 | $292K | Buy |
+2,643
| New | +$292K | 0.17% | 40 |
|
|
2020
Q3 | – | Sell |
-19,205
| Closed | -$2.13M | – | 47 |
|
|
2020
Q2 | $2.13M | Sell |
19,205
-5,305
| -22% | -$588K | 1.45% | 19 |
|
|
2020
Q1 | $2.72M | Buy |
+24,510
| New | +$2.72M | 1.85% | 12 |
|