LifePlan Financial Group’s iShares Short 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