WealthOne’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
Q4 | – | Sell |
-6,589
| Closed | -$725K | – | 122 |
|
|
2022
Q3 | $725K | Sell |
6,589
-263
| -4% | -$28.9K | 0.31% | 39 |
|
|
2022
Q2 | $754K | Buy |
6,852
+2,558
| +60% | +$281K | 0.31% | 39 |
|
|
2022
Q1 | $473K | Buy |
+4,294
| New | +$473K | 0.17% | 66 |
|
|
2020
Q1 | – | Sell |
-6,498
| Closed | -$718K | – | 97 |
|
|
2019
Q4 | $718K | Buy |
6,498
+3,109
| +92% | +$344K | 0.45% | 32 |
|
|
2019
Q3 | $375K | Buy |
+3,389
| New | +$375K | 0.27% | 57 |
|
|
2019
Q1 | – | Sell |
-5,755
| Closed | -$635K | – | 474 |
|
|
2018
Q4 | $635K | Buy |
+5,755
| New | +$635K | 0.56% | 30 |
|