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

Wealth Management Solutions’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,910
Closed -$760K – 98
2022
Q4 		$760K Sell
6,910
-445
-6% -$48.9K 0.4% 31
2022
Q3 		$809K Buy
7,355
+260
+4% +$28.6K 0.47% 25
2022
Q2 		$781K Buy
+7,095
New +$781K 0.44% 30