WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,135
| Closed | -$1.01M | – | 190 |
|
|
2023
Q2 | $1.01M | Sell |
9,135
-19,960
| -69% | -$2.2M | 0.4% | 52 |
|
|
2023
Q1 | $3.21M | Buy |
29,095
+16,923
| +139% | +$1.87M | 1.28% | 19 |
|
|
2022
Q4 | $1.34M | Buy |
12,172
+1,672
| +16% | +$184K | 0.56% | 43 |
|
|
2022
Q3 | $1.16M | Hold |
10,500
| – | – | 0.49% | 41 |
|
|
2022
Q2 | $1.16M | Buy |
+10,500
| New | +$1.16M | 0.49% | 41 |
|
|
2019
Q2 | – | Sell |
-170
| Closed | -$19K | – | 739 |
|
|
2019
Q1 | $19K | Hold |
170
| – | – | 0.01% | 458 |
|
|
2018
Q4 | $19K | Buy |
+170
| New | +$19K | 0.01% | 419 |
|