LifePlan Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$36K Sell
2020
Q2
$44K Buy
2020
Q1
$34K Buy
2019
Q4
$32K Buy
2019
Q3
$25K Hold
2019
Q2
$25K Hold
2019
Q1
$25K Buy
2018
Q4
$5K Sell
2018
Q3
$53K Buy
2018
Q2
$46K Sell
2018
Q1
$47K Buy