SteelPeak Wealth’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
Q3 | – | Sell |
-2,899
| Closed | -$320K | – | 503 |
|
|
2024
Q2 | $320K | Sell |
2,899
-582
| -17% | -$64.3K | 0.01% | 348 |
|
|
2024
Q1 | $385K | Buy |
3,481
+72
| +2% | +$7.96K | 0.02% | 314 |
|
|
2023
Q4 | $375K | Sell |
3,409
-1,794
| -34% | -$198K | 0.02% | 299 |
|
|
2023
Q3 | $575K | Buy |
5,203
+2,723
| +110% | +$301K | 0.04% | 228 |
|
|
2023
Q2 | $274K | Sell |
2,480
-438
| -15% | -$48.4K | 0.02% | 325 |
|
|
2023
Q1 | $322K | Buy |
2,918
+797
| +38% | +$88.1K | 0.02% | 284 |
|
|
2022
Q4 | $233K | Sell |
2,121
-530
| -20% | -$58.3K | 0.02% | 342 |
|
|
2022
Q3 | $292K | Sell |
2,651
-411
| -13% | -$45.3K | 0.02% | 323 |
|
|
2022
Q2 | $337K | Sell |
3,062
-354
| -10% | -$39K | 0.02% | 301 |
|
|
2022
Q1 | $377K | Buy |
+3,416
| New | +$377K | 0.02% | 310 |
|