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Bromfield Sneider Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$160K Hold
1,450
– – 0.1% 50
2023
Q4 		$160K Hold
1,450
– – 0.11% 48
2023
Q3 		$160K Hold
1,450
– – 0.12% 44
2023
Q2 		$160K Buy
+1,450
New +$160K 0.13% 42