Legacy Wealth Planning’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Legacy Wealth Planning’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$245K	Sell
2021 Q2	$385K	Hold
2021 Q1	$385K	Sell
2020 Q4	$499K	Hold
2020 Q3	$499K	Sell
2020 Q2	$895K	Buy
2020 Q1	$336K	Sell
2019 Q4	$409K	Buy