Viridian RIA’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
Q1
Hold
0
7
2020
Q4
Sell
-88,903
Closed -$9.84M 70
2020
Q3
$9.84M Buy
88,903
+1,663
+2% +$184K 3.26% 11
2020
Q2
$9.66M Sell
87,240
-12,483
-13% -$1.38M 3.49% 11
2020
Q1
$11.1M Buy
99,723
+608
+0.6% +$67.5K 5.02% 7
2019
Q4
$10.9M Buy
99,115
+3,832
+4% +$423K 3.9% 12
2019
Q3
$10.5M Buy
95,283
+8,339
+10% +$922K 4.39% 9
2019
Q2
$9.61M Buy
86,944
+13,157
+18% +$1.45M 3.88% 11
2019
Q1
$8.16M Buy
73,787
+15,726
+27% +$1.74M 3.61% 11
2018
Q4
$6.4M Buy
+58,061
New +$6.4M 3.2% 11