DHK Financial Advisors’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
-3,063
Closed -$337K 43
2022
Q2
$337K Buy
3,063
+3
+0.1% +$330 0.32% 34
2022
Q1
$337K Hold
3,060
0.28% 34
2021
Q4
$338K Buy
+3,060
New +$338K 0.32% 34