Bromfield Sneider Wealth Advisors’s iShares Trust 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
2024
Q1
$160K Hold
2023
Q4
$160K Hold
2023
Q3
$160K Hold
2023
Q2
$160K Buy