Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6
| Closed | -$1K | – | 870 |
|
|
2016
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q2 | $1K | Sell |
6
-62
| -91% | -$10.3K | ﹤0.01% | 1203 |
|
|
2016
Q1 | $8K | Hold |
68
| – | – | ﹤0.01% | 758 |
|
|
2015
Q4 | $7K | Hold |
68
| – | – | ﹤0.01% | 872 |
|
|
2015
Q3 | $8K | Buy |
68
+6
| +10% | +$706 | ﹤0.01% | 824 |
|
|
2015
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 884 |
|
|
2015
Q1 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 902 |
|