Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-497
| Closed | -$54.9K | – | 881 |
|
|
2024
Q1 | $54.9K | Buy |
+497
| New | +$54.9K | 0.01% | 318 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1087 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 974 |
|
|
2020
Q2 | – | Sell |
-311
| Closed | -$35K | – | 857 |
|
|
2020
Q1 | $35K | Buy |
+311
| New | +$35K | 0.02% | 309 |
|
|
2019
Q4 | – | Sell |
-1,203
| Closed | -$133K | – | 881 |
|
|
2019
Q3 | $133K | Buy |
+1,203
| New | +$133K | 0.04% | 210 |
|
|
2018
Q2 | – | Sell |
-236
| Closed | -$26K | – | 950 |
|
|
2018
Q1 | $26K | Buy |
+236
| New | +$26K | 0.01% | 460 |
|
|
2015
Q1 | – | Sell |
-196
| Closed | -$22K | – | 784 |
|
|
2014
Q4 | $22K | Buy |
+196
| New | +$22K | 0.02% | 396 |
|