Semus Wealth Partners’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
2023
Q2
Sell
-3,192
Closed -$353K 121
2023
Q1
$353K Sell
3,192
-414
-11% -$45.7K 0.38% 63
2022
Q4
$396K Buy
+3,606
New +$396K 0.48% 56