Mid Atlantic Financial Management’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
Q3 | $1.42M | Sell |
12,866
-1,510
| -11% | -$167K | 0.1% | 181 |
|
|
2021
Q2 | $1.59M | Sell |
14,376
-17,843
| -55% | -$1.97M | 0.11% | 168 |
|
|
2021
Q1 | $3.56M | Sell |
32,219
-26,550
| -45% | -$2.93M | 0.26% | 87 |
|
|
2020
Q4 | $6.5M | Sell |
58,769
-2,808
| -5% | -$310K | 0.5% | 37 |
|
|
2020
Q3 | $6.82M | Sell |
61,577
-13,545
| -18% | -$1.5M | 0.6% | 26 |
|
|
2020
Q2 | $8.32M | Buy |
75,122
+12,043
| +19% | +$1.33M | 0.8% | 23 |
|
|
2020
Q1 | $7M | Buy |
63,079
+22,304
| +55% | +$2.48M | 0.8% | 20 |
|
|
2019
Q4 | $4.5M | Sell |
40,775
-2,526
| -6% | -$279K | 0.42% | 50 |
|
|
2019
Q3 | $4.79M | Buy |
43,301
+2,869
| +7% | +$317K | 0.51% | 37 |
|
|
2019
Q2 | $4.47M | Sell |
40,432
-2,878
| -7% | -$318K | 0.47% | 43 |
|
|
2019
Q1 | $4.79M | Buy |
43,310
+10,515
| +32% | +$1.16M | 0.52% | 31 |
|
|
2018
Q4 | $3.62M | Buy |
+32,795
| New | +$3.62M | 0.45% | 49 |
|