Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-21,170
| Closed | -$2.34M | – | 336 |
|
|
2021
Q1 | $2.34M | Buy |
+21,170
| New | +$2.34M | 0.47% | 29 |
|
|
2020
Q4 | – | Sell |
-21,170
| Closed | -$2.34M | – | 239 |
|
|
2020
Q3 | $2.34M | Sell |
21,170
-240
| -1% | -$26.6K | 0.6% | 27 |
|
|
2020
Q2 | $2.37M | Hold |
21,410
| – | – | 0.65% | 26 |
|
|
2020
Q1 | $2.38M | Buy |
21,410
+4,975
| +30% | +$552K | 0.73% | 25 |
|
|
2019
Q4 | $1.82M | Hold |
16,435
| – | – | 0.45% | 38 |
|
|
2019
Q3 | $1.82M | Buy |
16,435
+2,050
| +14% | +$227K | 0.49% | 35 |
|
|
2019
Q2 | $1.59M | Buy |
+14,385
| New | +$1.59M | 0.49% | 35 |
|