Next Financial Group’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $31K | Sell |
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|
2021
Q1 | $49K | Sell |
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|
2020
Q4 | $484K | Buy |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q2 | $7K | Buy |
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