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 |
|