Walkner Condon Financial Advisors’s iShares Short 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