WestHill Financial Advisors’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
Q1 | – | Sell |
-3,206
| Closed | -$352K | – | 124 |
|
|
2022
Q4 | $352K | Buy |
3,206
+108
| +3% | +$11.9K | 0.11% | 43 |
|
|
2022
Q3 | $341K | Hold |
3,098
| – | – | 0.12% | 42 |
|
|
2022
Q2 | $341K | Hold |
3,098
| – | – | 0.11% | 42 |
|
|
2022
Q1 | $342K | Sell |
3,098
-227
| -7% | -$25.1K | 0.1% | 43 |
|
|
2021
Q4 | $367K | Hold |
3,325
| – | – | 0.1% | 44 |
|
|
2021
Q3 | $367K | Buy |
+3,325
| New | +$367K | 0.11% | 37 |
|
|
2021
Q1 | $249K | Hold |
2,252
| – | – | 0.09% | 47 |
|
|
2020
Q4 | $249K | Buy |
+2,252
| New | +$249K | 0.1% | 44 |
|