Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,016
| Closed | -$665K | – | 430 |
|
|
2023
Q1 | $665K | Buy |
+6,016
| New | +$665K | 0.07% | 166 |
|
|
2019
Q2 | – | Sell |
-503
| Closed | -$56K | – | 659 |
|
|
2019
Q1 | $56K | Buy |
+503
| New | +$56K | 0.02% | 346 |
|
|
2018
Q3 | – | Sell |
-792
| Closed | -$87K | – | 642 |
|
|
2018
Q2 | $87K | Buy |
+792
| New | +$87K | 0.04% | 266 |
|