Raleigh Capital 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 |
-951
| Closed | -$105K | – | 1156 |
|
|
2023
Q4 | $105K | Hold |
951
| – | – | 0.05% | 222 |
|
|
2023
Q3 | $105K | Sell |
951
-76
| -7% | -$8.4K | 0.05% | 207 |
|
|
2023
Q2 | $113K | Sell |
1,027
-245
| -19% | -$27.1K | 0.06% | 204 |
|
|
2023
Q1 | $141K | Hold |
1,272
| – | – | 0.07% | 203 |
|
|
2022
Q4 | $140K | Sell |
1,272
-4,775
| -79% | -$525K | 0.07% | 200 |
|
|
2022
Q3 | $665K | Buy |
6,047
+4,587
| +314% | +$504K | 0.39% | 80 |
|
|
2022
Q2 | $161K | Sell |
1,460
-6,953
| -83% | -$767K | 0.09% | 194 |
|
|
2022
Q1 | $928K | Buy |
+8,413
| New | +$928K | 0.5% | 64 |
|