WPSG
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Wealth & Pension Services Group’s iShares Short Treasury Bond ETF SHV Stock Holding History

Wealth & Pension Services Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		$1.19M Hold
10,757
– – 0.86% 34
2019
Q2 		$1.19M Hold
10,757
– – 0.87% 34
2019
Q1 		$1.19M Buy
10,757
+1,694
+19% +$187K 0.93% 31
2018
Q4 		$1M Buy
+9,063
New +$1M 0.9% 38