Accurate 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
Q1
Sell
-1,340
Closed -$147K 1210
2022
Q4
$147K Sell
1,340
-18,206
-93% -$2M 0.05% 246
2022
Q3
$2.58M Buy
+19,546
New +$2.58M 1.08% 27
2022
Q2
Sell
-9,592
Closed -$1.06M 193
2022
Q1
$1.06M Buy
+9,592
New +$1.06M 0.47% 50