Rise 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
2023
Q4
Sell
-1
Closed -$57 683
2023
Q3
$57 Sell
1
-58
-98% -$3.31K ﹤0.01% 635
2023
Q2
$6.49K Buy
59
+1
+2% +$110 0.01% 396
2023
Q1
$6.42K Hold
58
﹤0.01% 420
2022
Q4
$6.35K Buy
58
+1
+2% +$109 0.01% 415
2022
Q3
$6K Hold
57
0.01% 420
2022
Q2
$6K Buy
+57
New +$6K 0.01% 420