FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $211K | Hold |
1,905
| – | – | 0.04% | 305 |
|
|
2024
Q2 | $211K | Hold |
1,905
| – | – | 0.04% | 289 |
|
|
2024
Q1 | $211K | Buy |
1,905
+1,000
| +110% | +$110K | 0.04% | 280 |
|
|
2023
Q4 | $99.7K | Hold |
905
| – | – | 0.02% | 367 |
|
|
2023
Q3 | $100K | Buy |
905
+846
| +1,434% | +$93.3K | 0.02% | 341 |
|
|
2023
Q2 | $6.46K | Hold |
59
| – | – | ﹤0.01% | 832 |
|
|
2023
Q1 | $6.46K | Hold |
59
| – | – | ﹤0.01% | 826 |
|
|
2022
Q4 | $6.46K | Buy |
59
+1
| +2% | +$110 | ﹤0.01% | 824 |
|
|
2022
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 999 |
|
|
2022
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 933 |
|
|
2020
Q3 | $6 | Hold |
58
| – | – | ﹤0.01% | 943 |
|
|
2020
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 816 |
|
|
2020
Q1 | $6K | Sell |
58
-484
| -89% | -$53.6K | ﹤0.01% | 853 |
|
|
2019
Q4 | $60K | Hold |
542
| – | – | 0.02% | 406 |
|
|
2019
Q3 | $60K | Buy |
542
+176
| +48% | +$19.5K | 0.03% | 414 |
|
|
2019
Q2 | $40K | Hold |
366
| – | – | 0.02% | 458 |
|
|
2019
Q1 | $40K | Sell |
366
-506
| -58% | -$55.9K | 0.02% | 440 |
|
|
2018
Q4 | $96K | Buy |
+872
| New | +$96.2K | 0.05% | 266 |
|
Other funds holding SHV
BBVA