Verus Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,411
| Closed | -$266K | – | 107 |
|
|
2023
Q1 | $266K | Buy |
2,411
+275
| +13% | +$30.3K | 0.04% | 80 |
|
|
2022
Q4 | $236K | Buy |
2,136
+16
| +0.8% | +$1.76K | 0.03% | 89 |
|
|
2022
Q3 | $233K | Buy |
2,120
+10
| +0.5% | +$1.1K | 0.04% | 90 |
|
|
2022
Q2 | $232K | Buy |
2,110
+212
| +11% | +$23.3K | 0.03% | 86 |
|
|
2022
Q1 | $209K | Hold |
1,898
| – | – | 0.03% | 93 |
|
|
2021
Q4 | $210K | Hold |
1,898
| – | – | 0.03% | 90 |
|
|
2021
Q3 | $210K | Hold |
1,898
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $210K | Hold |
1,898
| – | – | 0.03% | 89 |
|
|
2021
Q1 | $210K | Hold |
1,898
| – | – | 0.03% | 85 |
|
|
2020
Q4 | $210K | Sell |
1,898
-20,004
| -91% | -$2.21M | 0.04% | 79 |
|
|
2020
Q3 | $2.43M | Buy |
21,902
+20,008
| +1,056% | +$2.22M | 0.88% | 19 |
|
|
2020
Q2 | $210K | Buy |
+1,894
| New | +$210K | 0.05% | 72 |
|