FirstPurpose Wealth’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
Q2
Sell
-2,779
Closed -$306K 155
2022
Q1
$306K Sell
2,779
-1,191
-30% -$131K 0.24% 96
2021
Q4
$438K Buy
+3,970
New +$438K 0.28% 64