MAA
Matrix Asset Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,994
| Closed | -$552K | – | 96 |
|
|
2020
Q4 | $552K | Buy |
4,994
+129
| +3% | +$14.3K | 0.09% | 64 |
|
|
2020
Q3 | $539K | Sell |
4,865
-145
| -3% | -$16.1K | 0.1% | 59 |
|
|
2020
Q2 | $555K | Buy |
5,010
+427
| +9% | +$47.3K | 0.11% | 54 |
|
|
2020
Q1 | $509K | Sell |
4,583
-107
| -2% | -$11.9K | 0.12% | 53 |
|
|
2019
Q4 | $518K | Buy |
4,690
+2,700
| +136% | +$298K | 0.08% | 57 |
|
|
2019
Q3 | $220K | Buy |
+1,990
| New | +$220K | 0.04% | 68 |
|