Wealth Advisors of Tampa Bay’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
Q4 | – | Sell |
-2,478
| Closed | -$274K | – | 98 |
|
|
2023
Q3 | $274K | Buy |
+2,478
| New | +$274K | 0.08% | 84 |
|
|
2023
Q2 | – | Sell |
-1,920
| Closed | -$212K | – | 80 |
|
|
2023
Q1 | $212K | Buy |
+1,920
| New | +$212K | 0.12% | 71 |
|
|
2021
Q1 | – | Sell |
-2,823
| Closed | -$312K | – | 82 |
|
|
2020
Q4 | $312K | Sell |
2,823
-3,077
| -52% | -$340K | 0.22% | 70 |
|
|
2020
Q3 | $653K | Hold |
5,900
| – | – | 0.49% | 58 |
|
|
2020
Q2 | $653K | Hold |
5,900
| – | – | 0.54% | 50 |
|
|
2020
Q1 | $655K | Buy |
+5,900
| New | +$655K | 0.73% | 44 |
|