National Wealth Management 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
2023
Q1
Sell
-2,317
Closed -$255K 164
2022
Q4
$255K Buy
2,317
+182
+9% +$20K 0.31% 105
2022
Q3
$235K Buy
+2,135
New +$235K 0.31% 106