Total Investment Management’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 |
-42,760
| Closed | -$4.72M | – | 75 |
|
|
2024
Q2 | $4.72M | Buy |
42,760
+28,086
| +191% | +$3.1M | 0.62% | 16 |
|
|
2024
Q1 | $1.62M | Buy |
14,674
+951
| +7% | +$105K | 0.2% | 23 |
|
|
2023
Q4 | $1.51M | Buy |
+13,723
| New | +$1.51M | 0.19% | 21 |
|
|
2020
Q3 | – | Sell |
-3,473
| Closed | -$385K | – | 53 |
|
|
2020
Q2 | $385K | Buy |
+3,473
| New | +$385K | 0.13% | 20 |
|