ProVise Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.54M | Hold |
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|
2020
Q3 | $1.55M | Hold |
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|
2020
Q2 | $1.55M | Hold |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $1.87M | Hold |
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|
2019
Q3 | $1.88M | Hold |
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|
2019
Q2 | $1.88M | Hold |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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