Resurgent Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$202K Sell
2023
Q4
$230K Buy
2023
Q3
$41.9K Sell
2023
Q2
$87.1K Sell
2023
Q1
$122K Sell
2022
Q4
$136K Sell
2022
Q3
$578K Sell
2022
Q2
$1.23M Buy