Summit Trail 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
2022
Q2
Sell
-2,009
Closed -$221K 412
2022
Q1
$221K Hold
2,009
0.02% 290
2021
Q4
$222K Buy
+2,009
New +$222K 0.01% 260