Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31
| Closed | -$3K | – | 284 |
|
|
2022
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 256 |
|
|
2020
Q3 | – | Sell |
-3,933
| Closed | -$436K | – | 196 |
|
|
2020
Q2 | $436K | Sell |
3,933
-3,375
| -46% | -$374K | 0.07% | 103 |
|
|
2020
Q1 | $811K | Sell |
7,308
-11,234
| -61% | -$1.25M | 0.16% | 59 |
|
|
2019
Q4 | $2.05M | Buy |
+18,542
| New | +$2.05M | 0.57% | 26 |
|