Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,352
| Closed | -$1.14M | – | 357 |
|
|
2023
Q1 | $1.14M | Sell |
10,352
-51,100
| -83% | -$5.65M | 0.07% | 152 |
|
|
2022
Q4 | $6.76M | Buy |
61,452
+18,946
| +45% | +$2.08M | 0.45% | 42 |
|
|
2022
Q3 | $4.68M | Buy |
42,506
+30,643
| +258% | +$3.37M | 0.34% | 49 |
|
|
2022
Q2 | $1.31M | Buy |
+11,863
| New | +$1.31M | 0.09% | 135 |
|
|
2020
Q2 | – | Sell |
-2,449
| Closed | -$272K | – | 284 |
|
|
2020
Q1 | $272K | Buy |
+2,449
| New | +$272K | 0.03% | 194 |
|