Kesler Norman & Wride’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
2021
Q3
Sell
-2,886
Closed -$319K 156
2021
Q2
$319K Sell
2,886
-752
-21% -$83.1K 0.07% 138
2021
Q1
$402K Hold
3,638
0.1% 135
2020
Q4
$402K Buy
+3,638
New +$402K 0.11% 130