FundX Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,341
| Closed | -$259K | – | 39 |
|
2020
Q2 | $259K | Sell |
2,341
-295,674
| -99% | -$32.7M | 0.11% | 34 |
|
2020
Q1 | $33.1M | Buy |
+298,015
| New | +$33.1M | 12.16% | 3 |
|
2019
Q2 | – | Sell |
-55,943
| Closed | -$6.19M | – | 50 |
|
2019
Q1 | $6.19M | Sell |
55,943
-6,448
| -10% | -$713K | 2.1% | 14 |
|
2018
Q4 | $6.88M | Buy |
+62,391
| New | +$6.88M | 2.56% | 13 |
|