Significant 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
2024
Q2
Sell
-3,712
Closed -$410K 140
2024
Q1
$410K Buy
3,712
+1,144
+45% +$126K 0.27% 90
2023
Q4
$283K Buy
+2,568
New +$283K 0.21% 118