One Wealth Advisors’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
2024
Q1
Sell
-3,091
Closed -$340K 260
2023
Q4
$340K Buy
+3,091
New +$340K 0.07% 142
2018
Q4
Sell
-6
Closed -$1K 411
2018
Q3
$1K Buy
+6
New +$1K ﹤0.01% 556