WR Wealth Planners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$29.4K Hold
2024
Q3
$29.5K Sell
2024
Q2
$33.4K Sell
2024
Q1
$40.3K Buy
2023
Q4
Sell
2023
Q3
$42.1K Buy
2023
Q2
$35.3K Buy
2023
Q1
$30.3K Buy
2022
Q2
Sell
2022
Q1
$2.43K Buy