Lockerman Financial Group’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
Q3
Sell
-3,638
Closed -$401K 68
2022
Q2
$401K Buy
3,638
+1,473
+68% +$162K 1.28% 22
2022
Q1
$239K Buy
+2,165
New +$239K 0.65% 58