Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17
| Closed | -$1.88K | – | 215 |
|
|
2024
Q2 | $1.88K | Sell |
17
-33
| -66% | -$3.65K | ﹤0.01% | 198 |
|
|
2024
Q1 | $5.53K | Sell |
50
-39
| -44% | -$4.31K | ﹤0.01% | 165 |
|
|
2023
Q4 | $9.8K | Sell |
89
-1,332
| -94% | -$147K | 0.01% | 158 |
|
|
2023
Q3 | $157K | Sell |
1,421
-106
| -7% | -$11.7K | 0.12% | 103 |
|
|
2023
Q2 | $169K | Sell |
1,527
-903
| -37% | -$99.7K | 0.11% | 109 |
|
|
2023
Q1 | $269K | Sell |
2,430
-9,472
| -80% | -$1.05M | 0.2% | 82 |
|
|
2022
Q4 | $1.31M | Buy |
+11,902
| New | +$1.31M | 1.09% | 23 |
|