Emerson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $495K | Sell |
47,643
-738
| -2% | -$7.67K | 0.32% | 13 |
|
|
2022
Q1 | $503K | Buy |
48,381
+28
| +0.1% | +$291 | 0.28% | 14 |
|
|
2021
Q4 | $504K | Sell |
48,353
-6,875
| -12% | -$71.7K | 0.26% | 14 |
|
|
2021
Q3 | $577K | Buy |
55,228
+3,766
| +7% | +$39.3K | 0.32% | 13 |
|
|
2021
Q2 | $538K | Buy |
51,462
+96
| +0.2% | +$1K | 0.3% | 13 |
|
|
2021
Q1 | $538K | Sell |
51,366
-6,168
| -11% | -$64.6K | 0.32% | 13 |
|
|
2020
Q4 | $603K | Sell |
57,534
-928
| -2% | -$9.73K | 0.36% | 15 |
|
|
2020
Q3 | $613K | Buy |
58,462
+1,300
| +2% | +$13.6K | 0.41% | 15 |
|
|
2020
Q2 | $600K | Buy |
57,162
+323
| +0.6% | +$3.39K | 0.42% | 15 |
|
|
2020
Q1 | $597K | Sell |
56,839
-884
| -2% | -$9.29K | 0.53% | 16 |
|
|
2019
Q4 | $602K | Sell |
57,723
-2,979
| -5% | -$31.1K | 0.41% | 16 |
|
|
2019
Q3 | $631K | Sell |
60,702
-4,235
| -7% | -$44K | 0.47% | 13 |
|
|
2019
Q2 | $671K | Buy |
+64,937
| New | +$671K | 0.49% | 13 |
|