Tarbox Family Office’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 |
-902
| Closed | -$99K | – | 832 |
|
2022
Q1 | $99K | Hold |
902
| – | – | 0.02% | 123 |
|
2021
Q4 | $100K | Hold |
902
| – | – | 0.02% | 164 |
|
2021
Q3 | $100K | Hold |
902
| – | – | 0.02% | 180 |
|
2021
Q2 | $100K | Hold |
902
| – | – | 0.02% | 186 |
|
2021
Q1 | $100K | Hold |
902
| – | – | 0.02% | 156 |
|
2020
Q4 | $100K | Sell |
902
-785
| -47% | -$87K | 0.02% | 152 |
|
2020
Q3 | $187K | Hold |
1,687
| – | – | 0.05% | 119 |
|
2020
Q2 | $187K | Buy |
+1,687
| New | +$187K | 0.05% | 117 |
|