Destiny Wealth 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
2024
Q4
Sell
2024
Q3
$4.81M Sell
2024
Q2
$4.88M Sell
2024
Q1
$18.5M Buy
2023
Q4
$18.2M Buy
2023
Q3
$12.6M Sell
2023
Q2
$16M Sell
2023
Q1
$16.5M Buy
2022
Q4
$16.3M Buy
2021
Q1
Sell
2020
Q4
$25K Buy