World Equity Group’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
Q3 | – | Sell |
-19,042
| Closed | -$2.1M | – | 376 |
|
|
2023
Q2 | $2.1M | Buy |
19,042
+15,442
| +429% | +$1.71M | 0.62% | 32 |
|
|
2023
Q1 | $348K | Sell |
3,600
-26,634
| -88% | -$2.58M | 0.05% | 342 |
|
|
2022
Q4 | $3.32M | Sell |
30,234
-223
| -0.7% | -$24.5K | 0.79% | 29 |
|
|
2022
Q3 | $3.35M | Sell |
30,457
-33,287
| -52% | -$3.66M | 0.85% | 26 |
|
|
2022
Q2 | $7.02M | Buy |
+63,744
| New | +$7.02M | 1.76% | 7 |
|