GCA
Gradient Capital Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,221
| Closed | -$798K | – | 121 |
|
|
2021
Q2 | $798K | Hold |
7,221
| – | – | 0.37% | 57 |
|
|
2021
Q1 | $798K | Sell |
7,221
-162
| -2% | -$17.9K | 0.42% | 52 |
|
|
2020
Q4 | $816K | Sell |
7,383
-396
| -5% | -$43.8K | 0.47% | 47 |
|
|
2020
Q3 | $861K | Sell |
7,779
-130
| -2% | -$14.4K | 0.54% | 43 |
|
|
2020
Q2 | $876K | Buy |
+7,909
| New | +$876K | 0.59% | 41 |
|