Clear Perspectives Financial Planning’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
2022
Q3
Sell
-107,885
Closed -$11.9M 231
2022
Q2
$11.9M Sell
107,885
-44,990
-29% -$4.95M 4.63% 8
2022
Q1
$16.9M Buy
+152,875
New +$16.9M 6.39% 5