TSA Wealth Management’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
Q3
Sell
-3,041
Closed -$336K 66
2024
Q2
$336K Sell
3,041
-1,881
-38% -$208K 0.14% 51
2024
Q1
$544K Sell
4,922
-14,464
-75% -$1.6M 0.24% 39
2023
Q4
$2.13M Buy
+19,386
New +$2.13M 1% 21