Wiser Wealth 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
Q4 | – | Sell |
-2,267
| Closed | -$250K | – | 36 |
|
|
2023
Q3 | $250K | Buy |
2,267
+28
| +1% | +$3.09K | 0.1% | 32 |
|
|
2023
Q2 | $247K | Sell |
2,239
-113
| -5% | -$12.5K | 0.1% | 31 |
|
|
2023
Q1 | $260K | Buy |
2,352
+1
| +0% | +$110 | 0.11% | 30 |
|
|
2022
Q4 | $258K | Buy |
2,351
+523
| +29% | +$57.5K | 0.12% | 34 |
|
|
2022
Q3 | $201K | Buy |
+1,828
| New | +$201K | 0.11% | 34 |
|
|
2022
Q1 | – | Sell |
-2,481
| Closed | -$274K | – | 31 |
|
|
2021
Q4 | $274K | Sell |
2,481
-140
| -5% | -$15.5K | 0.13% | 27 |
|
|
2021
Q3 | $290K | Buy |
2,621
+319
| +14% | +$35.3K | 0.15% | 26 |
|
|
2021
Q2 | $254K | Sell |
2,302
-1,165
| -34% | -$129K | 0.15% | 27 |
|
|
2021
Q1 | $383K | Sell |
3,467
-833
| -19% | -$92K | 0.26% | 25 |
|
|
2020
Q4 | $475K | Buy |
+4,300
| New | +$475K | 0.36% | 23 |
|