Madrona Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,970
| Closed | -$218K | – | 109 |
|
|
2024
Q1 | $218K | Hold |
1,970
| – | – | 0.08% | 87 |
|
|
2023
Q4 | $217K | Sell |
1,970
-1,990
| -50% | -$219K | 0.09% | 79 |
|
|
2023
Q3 | $437K | Sell |
3,960
-45,528
| -92% | -$5.03M | 0.2% | 59 |
|
|
2023
Q2 | $5.47M | Sell |
49,488
-6,018
| -11% | -$665K | 2.67% | 10 |
|
|
2023
Q1 | $6.13M | Sell |
55,506
-4,946
| -8% | -$547K | 3.29% | 8 |
|
|
2022
Q4 | $6.64M | Buy |
+60,452
| New | +$6.64M | 3.8% | 8 |
|