WP
SHV icon

WealthPLAN Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

WealthPLAN Partners’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,112
Closed -$675K – 272
2018
Q3 		$675K Buy
+6,112
New +$675K 0.12% 122
2016
Q3 		$179K Sell
1,620
-802
-33% -$88.5K 0.06% 156
2016
Q2 		$268 Buy
+2,422
New +$267K ﹤0.01% 2402

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