Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-909
| Closed | -$100K | – | 769 |
|
|
2015
Q2 | $100K | Sell |
909
-675
| -43% | -$74.3K | 0.04% | 298 |
|
|
2015
Q1 | $175K | Sell |
1,584
-375
| -19% | -$41.4K | 0.07% | 212 |
|
|
2014
Q4 | $216K | Buy |
+1,959
| New | +$216K | 0.09% | 161 |
|
|
2013
Q4 | – | Sell |
-280
| Closed | -$31K | – | 494 |
|
|
2013
Q3 | $31K | Buy |
+280
| New | +$31K | 0.02% | 313 |
|