Sonora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Hold |
380
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $42K | Hold |
380
| – | – | 0.01% | 433 |
|
|
2021
Q1 | $42K | Hold |
380
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $42K | Hold |
380
| – | – | ﹤0.01% | 669 |
|
|
2020
Q3 | $42K | Sell |
380
-270
| -42% | -$29.8K | ﹤0.01% | 648 |
|
|
2020
Q2 | $72K | Sell |
650
-255
| -28% | -$28.2K | 0.01% | 404 |
|
|
2020
Q1 | $101K | Buy |
905
+650
| +255% | +$72.5K | 0.01% | 320 |
|
|
2019
Q4 | $28K | Buy |
+255
| New | +$28K | ﹤0.01% | 703 |
|
|
2018
Q3 | – | Sell |
-190
| Closed | -$21K | – | 1256 |
|
|
2018
Q2 | $21K | Buy |
+190
| New | +$21K | ﹤0.01% | 589 |
|