MBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,212
| Closed | -$574K | – | 130 |
|
|
2023
Q4 | $574K | Sell |
5,212
-677
| -11% | -$74.6K | 0.32% | 69 |
|
|
2023
Q3 | $651K | Sell |
5,889
-10,938
| -65% | -$1.21M | 0.4% | 58 |
|
|
2023
Q2 | $1.86M | Sell |
16,827
-6,900
| -29% | -$762K | 1.11% | 25 |
|
|
2023
Q1 | $2.62M | Sell |
23,727
-23,140
| -49% | -$2.56M | 1.63% | 20 |
|
|
2022
Q4 | $5.15M | Buy |
46,867
+10,370
| +28% | +$1.14M | 3.37% | 5 |
|
|
2022
Q3 | $4.02M | Buy |
+36,497
| New | +$4.02M | 2.9% | 11 |
|