HPC
SHV icon

Hobart Private Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Hobart Private Capital’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,938
Closed -$213K – 39
2022
Q2 		$213K Sell
1,938
-145
-7% -$16K 0.1% 37
2022
Q1 		$230K Hold
2,083
– – 0.09% 36
2021
Q4 		$230K Sell
2,083
-40
-2% -$4.42K 0.09% 39
2021
Q3 		$235K Sell
2,123
-516
-20% -$57K 0.09% 89
2021
Q2 		$292K Sell
2,639
-259
-9% -$28.6K 0.12% 103
2021
Q1 		$320K Buy
2,898
+735
+34% +$81.2K 0.13% 105
2020
Q4 		$239K Buy
+2,163
New +$239K 0.1% 133
2020
Q3 		– Sell
-4,557
Closed -$505K – 156
2020
Q2 		$505K Buy
4,557
+2,579
+130% +$286K 0.28% 89
2020
Q1 		$220K Buy
+1,978
New +$219K 0.15% 140

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