Moulton 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
2020
Q4
Sell
-140,129
Closed -$15.5M 25
2020
Q3
$15.5M Sell
140,129
-446
-0.3% -$49.4K 16.99% 2
2020
Q2
$15.6M Buy
140,575
+751
+0.5% +$83.1K 19.65% 2
2020
Q1
$15.5M Buy
+139,824
New +$15.5M 25.37% 2