Jackson Wealth Management’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $25.8M | Buy |
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|
2022
Q2 | $13.9M | Sell |
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2022
Q1 | $26.7M | Buy |
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|
2021
Q4 | $21.9M | Sell |
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|
2021
Q3 | $62K | Buy |
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|
2021
Q2 | $24.1M | Sell |
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|
2021
Q1 | $27.2M | Sell |
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|
2020
Q4 | $29.3M | Sell |
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|
2020
Q3 | $30.6M | Buy |
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|
2020
Q2 | $30.5M | Sell |
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|
2020
Q1 | $33.9M | Buy |
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|
2019
Q4 | $6.19M | Buy |
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|
2019
Q3 | $6.05M | Buy |
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|
2019
Q2 | $6.01M | Sell |
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|
2019
Q1 | $6.7M | Sell |
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|
2018
Q4 | $6.9M | Buy |
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