Triad Financial 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
Q4
Sell
-2,793
Closed -$307K 115
2022
Q3
$307K Hold
2,793
0.17% 73
2022
Q2
$308K Buy
+2,793
New +$308K 0.17% 74