Financial Life Advisors’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
Q4 | – | Sell |
-2,492
| Closed | -$276K | – | 48 |
|
|
2024
Q3 | $276K | Hold |
2,492
| – | – | 0.1% | 41 |
|
|
2024
Q2 | $275K | Buy |
2,492
+68
| +3% | +$7.51K | 0.11% | 47 |
|
|
2024
Q1 | $268K | Hold |
2,424
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $267K | Sell |
2,424
-817
| -25% | -$90K | 0.11% | 53 |
|
|
2023
Q3 | $358K | Buy |
3,241
+4
| +0.1% | +$442 | 0.15% | 41 |
|
|
2023
Q2 | $358K | Hold |
3,237
| – | – | 0.15% | 47 |
|
|
2023
Q1 | $358K | Buy |
3,237
+39
| +1% | +$4.31K | 0.15% | 53 |
|
|
2022
Q4 | $352K | Buy |
+3,198
| New | +$352K | 0.16% | 59 |
|