Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$158K | 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% | +$196K | 0.46% | 69 |
|
|
2018
Q4 | $614K | Buy |
5,563
+2,497
| +81% | +$276K | 0.38% | 72 |
|
|
2018
Q3 | $339K | Buy |
+3,066
| New | +$339K | 0.19% | 74 |
|