Founders Capital Management (Texas)’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
Q3 | – | Sell |
-1,093
| Closed | -$121K | – | 424 |
|
2023
Q2 | $121K | Hold |
1,093
| – | – | 0.09% | 82 |
|
2023
Q1 | $121K | Hold |
1,093
| – | – | 0.09% | 82 |
|
2022
Q4 | $120K | Hold |
1,093
| – | – | 0.09% | 79 |
|
2022
Q3 | $120K | Hold |
1,093
| – | – | 0.1% | 77 |
|
2022
Q2 | $120K | Hold |
1,093
| – | – | 0.09% | 75 |
|
2022
Q1 | $121K | Hold |
1,093
| – | – | 0.08% | 80 |
|
2021
Q4 | $121K | Hold |
1,093
| – | – | 0.08% | 80 |
|
2021
Q3 | $121K | Hold |
1,093
| – | – | 0.08% | 75 |
|
2021
Q2 | $121K | Buy |
1,093
+23
| +2% | +$2.55K | 0.08% | 74 |
|
2021
Q1 | $118K | Hold |
1,070
| – | – | 0.08% | 67 |
|
2020
Q4 | $118K | Buy |
+1,070
| New | +$118K | 0.08% | 70 |
|
2020
Q1 | $119K | Hold |
1,070
| – | – | 0.12% | 57 |
|
2019
Q4 | $118K | Hold |
1,070
| – | – | 0.09% | 69 |
|
2019
Q3 | $118K | Hold |
1,070
| – | – | 0.09% | 69 |
|
2019
Q2 | $118K | Hold |
1,070
| – | – | 0.1% | 70 |
|
2019
Q1 | $118K | Hold |
1,070
| – | – | 0.11% | 72 |
|
2018
Q4 | $118K | Hold |
1,070
| – | – | 0.13% | 73 |
|
2018
Q3 | $118K | Hold |
1,070
| – | – | 0.1% | 81 |
|
2018
Q2 | $118K | Hold |
1,070
| – | – | 0.1% | 83 |
|
2018
Q1 | $118K | Hold |
1,070
| – | – | 0.1% | 96 |
|
2017
Q4 | $118K | Hold |
1,070
| – | – | 0.1% | 100 |
|
2017
Q3 | $118K | Hold |
1,070
| – | – | 0.1% | 102 |
|
2017
Q2 | $118K | Hold |
1,070
| – | – | 0.1% | 102 |
|
2017
Q1 | $118K | Buy |
+1,070
| New | +$118K | 0.11% | 100 |
|