Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $727K | Buy |
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