Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $18.9M | Buy |
170,502
+42,099
| +33% | +$4.66M | 3.03% | 10 |
|
|
2020
Q2 | $14.2M | Buy |
128,403
+6,215
| +5% | +$688K | 2.47% | 13 |
|
|
2020
Q1 | $13.6M | Sell |
122,188
-15,285
| -11% | -$1.7M | 2.78% | 10 |
|
|
2019
Q4 | $15.2M | Buy |
137,473
+2,150
| +2% | +$237K | 2.67% | 11 |
|
|
2019
Q3 | $15M | Buy |
135,323
+5,205
| +4% | +$576K | 2.74% | 11 |
|
|
2019
Q2 | $14.4M | Buy |
130,118
+4,124
| +3% | +$456K | 2.64% | 12 |
|
|
2019
Q1 | $13.9M | Buy |
+125,994
| New | +$13.9M | 2.7% | 12 |
|