Excalibur 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
2020
Q3
Sell
-17,327
Closed -$1.92M 145
2020
Q2
$1.92M Buy
17,327
+13,682
+375% +$1.52M 1.28% 21
2020
Q1
$405K Sell
3,645
-355
-9% -$39.4K 0.31% 63
2019
Q4
$442K Buy
+4,000
New +$442K 0.29% 67