Cardinal Point Wealth Management Partners’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
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