WealthPLAN Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,112
Closed -$675K 270
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 +$268 ﹤0.01% 2402