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