BWA
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Burt Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-555
Closed -$61K 306
2020
Q4
$61K Hold
555
0.02% 167
2020
Q3
$61K Hold
555
0.02% 160
2020
Q2
$61K Hold
555
0.02% 164
2020
Q1
$62K Buy
+555
New +$62K 0.03% 151