Walkner Condon Financial Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$202K Sell
2024
Q1
$389K Buy
2023
Q4
$380K Sell
2023
Q3
$703K Sell
2023
Q2
$863K Buy
2023
Q1
$851K Buy
2021
Q1
Sell
2020
Q4
$471K Hold
2020
Q3
$472K Buy