David Katz - Matrix Asset Advisors
Holding/activity history for iShares 0–1 Year Treasury Bond ETF (SHV)
← All SHV superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | 0.09 | $110.14–110.54 · VW $110.47i | SEC | |
| 2020 Q4 | 4,994 | 0.09 | Add 2.65% | <0.01 | $110.43–110.71 · VW $110.60i | $552,000 | SEC |
| 2020 Q3 | 4,865 | 0.10 | Reduce 2.89% | <0.01 | $110.22–110.75 · VW $110.66i | $539,000 | SEC |
| 2020 Q2 | 5,010 | 0.11 | Add 9.32% | <0.01 | $110.65–111.00 · VW $110.79i | $555,000 | SEC |
| 2020 Q1 | 4,583 | 0.12 | Reduce 2.28% | <0.01 | $110.45–112.99 · VW $111.17i | $509,000 | SEC |
| 2019 Q4 | 4,690 | 0.08 | Add 135.68% | 0.05 | $110.12–110.72 · VW $110.52i | $518,000 | SEC |
| 2019 Q3 | 1,990 | 0.04 | Buy | 0.04 | $110.03–110.67 · VW $110.48i | $220,000 | SEC |
Price snapshot:
Current price$110.16
52-week low$106.12
52-week high$110.17