WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 1189 |
|
|
2016
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 1226 |
|
|
2016
Q3 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 1240 |
|
|
2016
Q2 | – | Sell |
-42
| Closed | -$5K | – | 1675 |
|
|
2016
Q1 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 1203 |
|
|
2015
Q1 | – | Sell |
-89
| Closed | -$10K | – | 2026 |
|
|
2014
Q4 | $10K | Sell |
89
-8,051
| -99% | -$905K | ﹤0.01% | 1456 |
|
|
2014
Q3 | $897K | Buy |
8,140
+1,000
| +14% | +$110K | 0.17% | 146 |
|
|
2014
Q2 | $787K | Sell |
7,140
-1,620
| -18% | -$179K | 0.15% | 172 |
|
|
2014
Q1 | $966K | Sell |
8,760
-514
| -6% | -$56.7K | 0.19% | 121 |
|
|
2013
Q4 | $1.02M | Buy |
9,274
+1,212
| +15% | +$134K | 0.15% | 165 |
|
|
2013
Q3 | $889K | Buy |
8,062
+168
| +2% | +$18.5K | 0.14% | 177 |
|
|
2013
Q2 | $870K | Buy |
+7,894
| New | +$870K | 0.14% | 171 |
|