Gofen & Glossberg’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
2022
Q4
$943K Sell
8,580
-1,051
-11% -$116K 0.02% 246
2022
Q3
$1.06M Sell
9,631
-142
-1% -$15.6K 0.03% 227
2022
Q2
$1.08M Sell
9,773
-6,376
-39% -$702K 0.03% 229
2022
Q1
$1.78M Sell
16,149
-2,369
-13% -$261K 0.04% 204
2021
Q4
$2.05M Sell
18,518
-1,003
-5% -$111K 0.04% 195
2021
Q3
$2.16M Buy
19,521
+7,467
+62% +$825K 0.05% 190
2021
Q2
$1.33M Sell
12,054
-6,160
-34% -$681K 0.03% 215
2021
Q1
$2.01M Buy
18,214
+9,384
+106% +$1.04M 0.05% 183
2020
Q4
$976K Buy
+8,830
New +$976K 0.03% 233