Cardinal Point Wealth Management Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.41M | Sell |
30,856
-2,424
| -7% | -$268K | 1.04% | 12 |
|
|
2022
Q4 | $3.66M | Buy |
+33,280
| New | +$3.66M | 1.26% | 11 |
|
|
2022
Q3 | – | Sell |
-31,775
| Closed | -$3.5M | – | 53 |
|
|
2022
Q2 | $3.5M | Sell |
31,775
-2,150
| -6% | -$237K | 1.68% | 10 |
|
|
2022
Q1 | $3.74M | Sell |
33,925
-9,625
| -22% | -$1.06M | 1.67% | 10 |
|
|
2021
Q4 | $4.81M | Buy |
+43,550
| New | +$4.81M | 2.08% | 13 |
|