Palladiem’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
2023
Q1
Sell
-11,920
Closed -$1.31M 59
2022
Q4
$1.31M Sell
11,920
-1,700
-12% -$187K 1.36% 20
2022
Q3
$1.5M Buy
13,620
+630
+5% +$69.3K 1.57% 18
2022
Q2
$1.43M Buy
+12,990
New +$1.43M 1.42% 19
2022
Q1
Sell
-14,955
Closed -$1.65M 69
2021
Q4
$1.65M Sell
14,955
-90,486
-86% -$9.99M 1.33% 16
2021
Q3
$11.6M Sell
105,441
-7,833
-7% -$865K 9.42% 3
2021
Q2
$12.5M Sell
113,274
-11,467
-9% -$1.27M 10.11% 1
2021
Q1
$13.8M Buy
+124,741
New +$13.8M 12.02% 1