Pacific Capital 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
Q4
Sell
-91
Closed -$10.1K 470
2024
Q3
$10.1K Buy
+91
New +$10.1K ﹤0.01% 296
2022
Q1
Sell
-1,991
Closed -$220K 95
2021
Q4
$220K Buy
+1,991
New +$220K 0.06% 87