Phoenix 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
2021
Q4
Sell
-71
Closed -$8K 317
2021
Q3
$8K Sell
71
-147
-67% -$16.6K 0.01% 318
2021
Q2
$24K Sell
218
-81
-27% -$8.92K 0.02% 244
2021
Q1
$33K Sell
299
-393
-57% -$43.4K 0.03% 217
2020
Q4
$76K Buy
+692
New +$76K 0.06% 162