WestHill Financial Advisors’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$352K Buy
2022
Q3
$341K Hold
2022
Q2
$341K Hold
2022
Q1
$342K Sell
2021
Q4
$367K Hold
2021
Q3
$367K Buy
2021
Q1
$249K Hold
2020
Q4
$249K Buy