Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,723
| Closed | -$633K | – | 177 |
|
|
2024
Q3 | $633K | Buy |
5,723
+1,746
| +44% | +$193K | 0.09% | 92 |
|
|
2024
Q2 | $439K | Sell |
3,977
-2,348
| -37% | -$259K | 0.07% | 96 |
|
|
2024
Q1 | $699K | Sell |
6,325
-35
| -0.6% | -$3.87K | 0.11% | 89 |
|
|
2023
Q4 | $700K | Buy |
6,360
+1,964
| +45% | +$216K | 0.12% | 82 |
|
|
2023
Q3 | $486K | Sell |
4,396
-273
| -6% | -$30.2K | 0.08% | 129 |
|
|
2023
Q2 | $516K | Buy |
4,669
+172
| +4% | +$19K | 0.08% | 124 |
|
|
2023
Q1 | $497K | Buy |
4,497
+14
| +0.3% | +$1.55K | 0.09% | 123 |
|
|
2022
Q4 | $493K | Sell |
4,483
-520
| -10% | -$57.2K | 0.1% | 126 |
|
|
2022
Q3 | $550K | Buy |
5,003
+288
| +6% | +$31.7K | 0.12% | 107 |
|
|
2022
Q2 | $519K | Sell |
4,715
-1,429
| -23% | -$157K | 0.11% | 125 |
|
|
2022
Q1 | $677K | Buy |
6,144
+2,233
| +57% | +$246K | 0.13% | 140 |
|
|
2021
Q4 | $432K | Sell |
3,911
-388
| -9% | -$42.9K | 0.08% | 202 |
|
|
2021
Q3 | $475K | Buy |
4,299
+32
| +0.7% | +$3.54K | 0.09% | 165 |
|
|
2021
Q2 | $472K | Sell |
4,267
-7,296
| -63% | -$807K | 0.1% | 156 |
|
|
2021
Q1 | $1.28M | Sell |
11,563
-139
| -1% | -$15.4K | 0.3% | 66 |
|
|
2020
Q4 | $1.29M | Buy |
+11,702
| New | +$1.29M | 0.31% | 63 |
|