MJP Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,437
| Closed | -$269K | – | 187 |
|
|
2023
Q2 | $269K | Buy |
+2,437
| New | +$269K | 0.09% | 111 |
|
|
2022
Q3 | – | Sell |
-8,496
| Closed | -$935K | – | 141 |
|
|
2022
Q2 | $935K | Buy |
8,496
+587
| +7% | +$64.6K | 0.26% | 41 |
|
|
2022
Q1 | $872K | Hold |
7,909
| – | – | 0.22% | 52 |
|
|
2021
Q4 | $873K | Hold |
7,909
| – | – | 0.26% | 53 |
|
|
2021
Q3 | $874K | Hold |
7,909
| – | – | 0.3% | 46 |
|
|
2021
Q2 | $874K | Hold |
7,909
| – | – | 0.29% | 45 |
|
|
2021
Q1 | $874K | Hold |
7,909
| – | – | 0.35% | 42 |
|
|
2020
Q4 | $874K | Buy |
+7,909
| New | +$874K | 0.37% | 40 |
|