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Transform Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,291
Closed -$364K 232
2020
Q2
$364K Sell
3,291
-53,406
-94% -$5.91M 0.06% 169
2020
Q1
$6.3M Buy
+56,697
New +$6.3M 1.34% 14