MWM
Mattern Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,750
| Closed | -$634K | – | 161 |
|
|
2022
Q1 | $634K | Sell |
5,750
-3,498
| -38% | -$386K | 0.21% | 91 |
|
|
2021
Q4 | $1.02M | Sell |
9,248
-1,200
| -11% | -$132K | 0.3% | 78 |
|
|
2021
Q3 | $1.15M | Hold |
10,448
| – | – | 0.39% | 69 |
|
|
2021
Q2 | $1.15M | Buy |
10,448
+4,998
| +92% | +$552K | 0.37% | 71 |
|
|
2021
Q1 | $602K | Buy |
5,450
+2,650
| +95% | +$293K | 0.21% | 96 |
|
|
2020
Q4 | $309K | Sell |
2,800
-750
| -21% | -$82.8K | 0.12% | 131 |
|
|
2020
Q3 | $393K | Buy |
3,550
+1,254
| +55% | +$139K | 0.17% | 113 |
|
|
2020
Q2 | $254K | Buy |
+2,296
| New | +$254K | 0.12% | 121 |
|