FWP
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Firethorn Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Firethorn Wealth 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
2024
Q1 		– Sell
-2,918
Closed -$321K – 160
2023
Q4 		$321K Buy
+2,918
New +$322K 0.21% 96

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Firethorn Wealth Partners's SHV Position: Q1 2024 in Review

Firethorn Wealth Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 2,918 shares — an estimated $321K sold.

Firethorn Wealth Partners first reported a position in SHV in Q4 2023 and held it in 1 quarter. The position peaked at $321K in Q4 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Firethorn Wealth Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Firethorn Wealth Partners sold 2,918 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $321K.
  • Firethorn Wealth Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Firethorn Wealth Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $321K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Firethorn Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.