MCM
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Monument Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Monument Capital Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,584
Closed -$1.62M – 85
2020
Q1 		$1.62M Buy
14,584
+1,705
+13% +$189K 1.16% 47
2019
Q4 		$1.42M Buy
12,879
+1,434
+13% +$159K 0.73% 60
2019
Q3 		$1.27M Buy
11,445
+246
+2% +$27.2K 0.69% 62
2019
Q2 		$1.24M Buy
11,199
+3,866
+53% +$427K 0.67% 63
2019
Q1 		$811K Buy
7,333
+1,770
+32% +$195K 0.46% 69
2018
Q4 		$614K Buy
5,563
+2,497
+81% +$276K 0.38% 72
2018
Q3 		$339K Buy
+3,066
New +$338K 0.19% 74

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