Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-27,982
| Closed | -$3.1M | – | 187 |
|
|
2020
Q2 | $3.1M | Buy |
27,982
+24,083
| +618% | +$2.67M | 1.17% | 24 |
|
|
2020
Q1 | $433K | Buy |
3,899
+159
| +4% | +$17.7K | 0.2% | 88 |
|
|
2019
Q4 | $413K | Buy |
3,740
+1,314
| +54% | +$145K | 0.17% | 98 |
|
|
2019
Q3 | $268K | Sell |
2,426
-172
| -7% | -$19K | 0.13% | 124 |
|
|
2019
Q2 | $287K | Buy |
+2,598
| New | +$287K | 0.16% | 103 |
|