KCFA
Key Client Fiduciary Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,889
| Closed | -$209K | – | 197 |
|
|
2024
Q3 | $209K | Buy |
1,889
+24
| +1% | +$2.66K | 0.09% | 186 |
|
|
2024
Q2 | $206K | Buy |
+1,865
| New | +$206K | 0.1% | 174 |
|
|
2023
Q4 | – | Sell |
-1,908
| Closed | -$211K | – | 173 |
|
|
2023
Q3 | $211K | Buy |
+1,908
| New | +$211K | 0.13% | 156 |
|