McClarren Financial 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
Q2 | – | Sell |
-27
| Closed | -$3K | – | 358 |
|
|
2024
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 312 |
|
|
2023
Q2 | – | Sell |
-149
| Closed | -$16K | – | 447 |
|
|
2023
Q1 | $16K | Sell |
149
-207
| -58% | -$22.2K | 0.01% | 225 |
|
|
2022
Q4 | $39K | Buy |
+356
| New | +$39K | 0.04% | 166 |
|