Raab & Moskowitz Asset Management’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
Q1 | – | Sell |
-2,245
| Closed | -$247K | – | 172 |
|
|
2023
Q4 | $247K | Hold |
2,245
| – | – | 0.08% | 151 |
|
|
2023
Q3 | $248K | Sell |
2,245
-654
| -23% | -$72.2K | 0.09% | 150 |
|
|
2023
Q2 | $320K | Buy |
+2,899
| New | +$320K | 0.11% | 134 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$11K | – | 438 |
|
|
2019
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 396 |
|
|
2019
Q1 | – | Sell |
-2,275
| Closed | -$250K | – | 173 |
|
|
2018
Q4 | $250K | Buy |
2,275
+2,175
| +2,175% | +$239K | 0.12% | 139 |
|
|
2018
Q3 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 401 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$11K | – | 325 |
|
|
2014
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 317 |
|