Laurel Wealth Advisors (California)’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
Q4
$333K Sell
3,029
-196
-6% -$21.5K 0.03% 475
2022
Q3
$355K Sell
3,225
-58
-2% -$6.38K 0.04% 430
2022
Q2
$361K Hold
3,283
0.04% 443
2022
Q1
$362K Buy
3,283
+36
+1% +$3.97K 0.03% 523
2021
Q4
$359K Buy
+3,247
New +$359K 0.03% 561