Market Street Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,420
| Closed | -$1.7M | – | 89 |
|
|
2022
Q1 | $1.7M | Sell |
15,420
-41,507
| -73% | -$4.58M | 0.6% | 37 |
|
|
2021
Q4 | $6.29M | Sell |
56,927
-8,306
| -13% | -$917K | 2.05% | 14 |
|
|
2021
Q3 | $7.21M | Sell |
65,233
-8,064
| -11% | -$891K | 2.86% | 10 |
|
|
2021
Q2 | $8.1M | Buy |
73,297
+11,847
| +19% | +$1.31M | 3.56% | 6 |
|
|
2021
Q1 | $6.79M | Buy |
+61,450
| New | +$6.79M | 4.02% | 6 |
|