Blue Zone Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $3.53M | Sell |
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2020
Q3 | $4.18M | Sell |
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2020
Q2 | $5.61M | Sell |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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