MW
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Milestone Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History

Milestone Wealth’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$491K Sell
4,464
-1,136
-20% -$125K 0.55% 27
2022
Q2 		$617K Hold
5,600
– – 0.65% 23
2022
Q1 		$618K Hold
5,600
– – 0.5% 25
2021
Q4 		$618K Buy
+5,600
New +$618K 0.5% 25