Oakwell Private Wealth Management’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Oakwell Private Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$215K	Sell
2022 Q3	$223K	Sell
2022 Q2	$583K	Buy
2022 Q1	$209K	Sell
2021 Q4	$248K	Sell
2021 Q3	$273K	Buy
2021 Q1	–	Sell
2020 Q4	$219K	Buy