Nicholas Hoffman & Company’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $445K | Sell |
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|
2020
Q2 | $612K | Sell |
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|
2020
Q1 | $715K | Sell |
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|
2019
Q4 | $3.32M | Buy |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.78M | Sell |
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|
2019
Q1 | $3.02M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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|
2018
Q3 | $4.34M | Sell |
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|
2018
Q2 | $4.47M | Buy |
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|
2018
Q1 | $3.85M | Buy |
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