Liberty Wealth Management’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
2023
Q3
Sell
-2,638
Closed -$291K 191
2023
Q2
$291K Buy
+2,638
New +$291K 0.07% 138
2019
Q1
Sell
-128
Closed -$14K 837
2018
Q4
$14K Buy
+128
New +$14K 0.01% 379