MWM
Modera Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26,061
| Closed | -$2.88M | – | 149 |
|
|
2019
Q2 | $2.88M | Hold |
26,061
| – | – | 0.53% | 24 |
|
|
2019
Q1 | $2.88M | Sell |
26,061
-2,462
| -9% | -$272K | 0.54% | 24 |
|
|
2018
Q4 | $3.15M | Hold |
28,523
| – | – | 0.62% | 24 |
|
|
2018
Q3 | $3.15M | Buy |
28,523
+9,064
| +47% | +$1M | 0.64% | 20 |
|
|
2018
Q2 | $2.15M | Hold |
19,459
| – | – | 0.45% | 23 |
|
|
2018
Q1 | $2.15M | Buy |
+19,459
| New | +$2.15M | 0.45% | 22 |
|