Cardinal Point Wealth Management Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$3.41M Sell
2022
Q4
$3.66M Buy
2022
Q3
Sell
2022
Q2
$3.5M Sell
2022
Q1
$3.74M Sell
2021
Q4
$4.81M Buy