Heritage Wealth Management (Arizona)’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 | $558K | Buy |
5,080
+2,484
| +96% | +$273K | 0.08% | 190 |
|
|
2022
Q3 | $286K | Buy |
2,596
+596
| +30% | +$65.7K | 0.09% | 163 |
|
|
2022
Q2 | $220K | Hold |
2,000
| – | – | 0.07% | 219 |
|
|
2022
Q1 | $221K | Buy |
+2,000
| New | +$221K | 0.06% | 256 |
|
|
2021
Q3 | $221K | Hold |
2,000
| – | – | 0.08% | 198 |
|
|
2021
Q2 | $221K | Hold |
2,000
| – | – | 0.08% | 207 |
|
|
2021
Q1 | $221K | Buy |
+2,000
| New | +$221K | 0.12% | 148 |
|