Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-119
| Closed | -$13K | – | 1194 |
|
|
2018
Q4 | $13K | Buy |
+119
| New | +$13K | 0.01% | 342 |
|
|
2016
Q4 | – | Sell |
-114
| Closed | -$13K | – | 704 |
|
|
2016
Q3 | $13K | Hold |
114
| – | – | 0.01% | 271 |
|
|
2016
Q2 | $13K | Hold |
114
| – | – | 0.01% | 288 |
|
|
2016
Q1 | $13K | Sell |
114
-1,154
| -91% | -$132K | 0.01% | 277 |
|
|
2015
Q4 | $140K | Buy |
1,268
+158
| +14% | +$17.4K | 0.13% | 96 |
|
|
2015
Q3 | $122K | Hold |
1,110
| – | – | 0.11% | 99 |
|
|
2015
Q2 | $122K | Hold |
1,110
| – | – | 0.1% | 103 |
|
|
2015
Q1 | $122K | Hold |
1,110
| – | – | 0.1% | 99 |
|
|
2014
Q4 | $122K | Buy |
+1,110
| New | +$122K | 0.09% | 110 |
|