Spearhead Capital Advisors’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $382K | Buy |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $380K | Buy |
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