KSA
Ken Stern & Associates’s iShares Short Treasury Bond ETF SHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $9.9M | Buy |
89,641
+2,121
| +2% | +$234K | 4.31% | 5 |
|
2018
Q2 | $9.67M | Buy |
87,520
+2,503
| +3% | +$276K | 4.46% | 6 |
|
2018
Q1 | $9.38M | Buy |
85,017
+2,876
| +4% | +$317K | 4.13% | 7 |
|
2017
Q4 | $9.06M | Buy |
82,141
+4,311
| +6% | +$475K | 3.95% | 7 |
|
2017
Q3 | $8.59M | Buy |
77,830
+5,038
| +7% | +$556K | 3.8% | 7 |
|
2017
Q2 | $8.03M | Buy |
72,792
+732
| +1% | +$80.8K | 3.66% | 7 |
|
2017
Q1 | $7.95M | Buy |
+72,060
| New | +$7.95M | 3.73% | 7 |
|