LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $36K | Sell |
321
-76
| -19% | -$8.52K | 0.02% | 275 |
|
|
2020
Q2 | $44K | Buy |
397
+94
| +31% | +$10.4K | 0.02% | 253 |
|
|
2020
Q1 | $34K | Buy |
303
+13
| +4% | +$1.46K | 0.02% | 261 |
|
|
2019
Q4 | $32K | Buy |
290
+63
| +28% | +$6.95K | 0.01% | 296 |
|
|
2019
Q3 | $25K | Hold |
227
| – | – | 0.01% | 319 |
|
|
2019
Q2 | $25K | Hold |
227
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $25K | Buy |
227
+181
| +393% | +$19.9K | 0.01% | 327 |
|
|
2018
Q4 | $5K | Sell |
46
-433
| -90% | -$47.1K | ﹤0.01% | 448 |
|
|
2018
Q3 | $53K | Buy |
479
+62
| +15% | +$6.86K | 0.03% | 242 |
|
|
2018
Q2 | $46K | Sell |
417
-6
| -1% | -$662 | 0.03% | 248 |
|
|
2018
Q1 | $47K | Buy |
+423
| New | +$47K | 0.03% | 231 |
|