Private Portfolio Partners’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
Q4 | $867K | Sell |
7,878
-139
| -2% | -$15.3K | 0.16% | 110 |
|
|
2024
Q3 | $887K | Buy |
+8,017
| New | +$887K | 0.17% | 105 |
|
|
2024
Q2 | – | Sell |
-8,734
| Closed | -$965K | – | 229 |
|
|
2024
Q1 | $965K | Sell |
8,734
-329
| -4% | -$36.4K | 0.2% | 91 |
|
|
2023
Q4 | $998K | Sell |
9,063
-21
| -0.2% | -$2.31K | 0.23% | 81 |
|
|
2023
Q3 | $1M | Sell |
9,084
-1,919
| -17% | -$212K | 0.26% | 73 |
|
|
2023
Q2 | $1.22M | Sell |
11,003
-2,212
| -17% | -$244K | 0.31% | 64 |
|
|
2023
Q1 | $1.46M | Sell |
13,215
-1,528
| -10% | -$169K | 0.4% | 55 |
|
|
2022
Q4 | $1.62M | Sell |
14,743
-463
| -3% | -$50.9K | 0.43% | 51 |
|
|
2022
Q3 | $1.67M | Buy |
+15,206
| New | +$1.67M | 0.48% | 45 |
|