Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-118
| Closed | -$13K | – | 773 |
|
|
2022
Q1 | $13K | Hold |
118
| – | – | ﹤0.01% | 471 |
|
|
2021
Q4 | $13K | Hold |
118
| – | – | ﹤0.01% | 540 |
|
|
2021
Q3 | $13K | Hold |
118
| – | – | ﹤0.01% | 493 |
|
|
2021
Q2 | $13K | Hold |
118
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $13K | Hold |
118
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $13K | Sell |
118
-9
| -7% | -$992 | ﹤0.01% | 479 |
|
|
2020
Q3 | $14K | Hold |
127
| – | – | ﹤0.01% | 435 |
|
|
2020
Q2 | $14K | Buy |
+127
| New | +$14K | ﹤0.01% | 393 |
|