Personal CFO Solutions’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
Q3 | – | Sell |
-163,310
| Closed | -$18M | – | 495 |
|
|
2023
Q2 | $18M | Sell |
163,310
-28,702
| -15% | -$3.17M | 3.66% | 1 |
|
|
2023
Q1 | $21.2M | Buy |
192,012
+28,658
| +18% | +$3.17M | 4.38% | 2 |
|
|
2022
Q4 | $18M | Sell |
163,354
-24,801
| -13% | -$2.73M | 3.8% | 2 |
|
|
2022
Q3 | $20.7M | Sell |
188,155
-10,212
| -5% | -$1.12M | 5.2% | 1 |
|
|
2022
Q2 | $21.8M | Buy |
198,367
+182,341
| +1,138% | +$20.1M | 5.12% | 1 |
|
|
2022
Q1 | $1.77M | Buy |
+16,026
| New | +$1.77M | 0.35% | 49 |
|