Fernwood Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $872K | Hold |
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|
2023
Q1 | $873K | Hold |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $880K | Hold |
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|
2022
Q2 | $881K | Sell |
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|
2022
Q1 | $915K | Hold |
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|
2021
Q4 | $916K | Hold |
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|
2021
Q3 | $917K | Hold |
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|
2021
Q2 | $917K | Hold |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $257K | Buy |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $245K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $694K | Buy |
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