Wellesley Investment Partners’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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2019
Q3 | $282K | Sell |
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2019
Q2 | $453K | Sell |
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|
2019
Q1 | $696K | Sell |
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|
2018
Q4 | $10M | Buy |
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|
2018
Q3 | $9.32M | Buy |
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|
2018
Q2 | $5.45M | Buy |
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|
2018
Q1 | $5.33M | Buy |
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|
2017
Q4 | $4.66M | Buy |
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|
2017
Q3 | $4.19M | Buy |
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|
2017
Q2 | $3.98M | Buy |
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|
2017
Q1 | $3.82M | Buy |
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