Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-471
| Closed | -$52K | – | 97 |
|
|
2020
Q1 | $52K | Buy |
+471
| New | +$52K | 0.01% | 82 |
|
|
2019
Q2 | – | Sell |
-476
| Closed | -$52K | – | 111 |
|
|
2019
Q1 | $52K | Sell |
476
-69
| -13% | -$7.54K | 0.01% | 95 |
|
|
2018
Q4 | $60K | Hold |
545
| – | – | 0.01% | 62 |
|
|
2018
Q3 | $60K | Buy |
545
+339
| +165% | +$37.3K | 0.01% | 53 |
|
|
2018
Q2 | $22K | Sell |
206
-361
| -64% | -$38.6K | ﹤0.01% | 55 |
|
|
2018
Q1 | $62K | Buy |
567
+547
| +2,735% | +$59.8K | 0.01% | 48 |
|
|
2017
Q4 | $2K | Sell |
20
-690
| -97% | -$69K | ﹤0.01% | 48 |
|
|
2017
Q3 | $78K | Buy |
+710
| New | +$78K | 0.01% | 41 |
|