Financial Advocates Investment 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
Q2 | – | Sell |
-22,901
| Closed | -$2.53M | – | 762 |
|
|
2023
Q1 | $2.53M | Buy |
22,901
+11,579
| +102% | +$1.28M | 0.18% | 126 |
|
|
2022
Q4 | $1.22M | Sell |
11,322
-4,972
| -31% | -$538K | 0.09% | 241 |
|
|
2022
Q3 | $1.78M | Buy |
16,294
+4,719
| +41% | +$514K | 0.15% | 160 |
|
|
2022
Q2 | $1.28M | Buy |
+11,575
| New | +$1.28M | 0.1% | 225 |
|
|
2020
Q4 | – | Sell |
-2,035
| Closed | -$535K | – | 734 |
|
|
2020
Q3 | $535K | Buy |
+2,035
| New | +$535K | 0.05% | 358 |
|
|
2020
Q2 | – | Sell |
-14,440
| Closed | -$64K | – | 620 |
|
|
2020
Q1 | $64K | Buy |
+14,440
| New | +$64K | 0.01% | 460 |
|