Endowment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,858
| Closed | -$205K | – | 139 |
|
|
2023
Q2 | $205K | Buy |
1,858
+21
| +1% | +$2.32K | 0.19% | 124 |
|
|
2023
Q1 | $203K | Buy |
1,837
+11
| +0.6% | +$1.22K | 0.2% | 119 |
|
|
2022
Q4 | $201K | Sell |
1,826
-27
| -1% | -$2.97K | 0.22% | 119 |
|
|
2022
Q3 | $204K | Buy |
1,853
+6
| +0.3% | +$661 | 0.25% | 104 |
|
|
2022
Q2 | $203K | Buy |
+1,847
| New | +$203K | 0.24% | 102 |
|