GRP
Global Retirement Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8M | Buy |
+315,119
| New | +$34.8M | 0.86% | 15 |
|
|
2024
Q4 | $34.2M | Sell |
310,465
-12,212
| -4% | -$1.34M | 0.98% | 13 |
|
|
2024
Q3 | $35.7M | Buy |
322,677
+16,078
| +5% | +$1.78M | 1.08% | 11 |
|
|
2024
Q2 | $33.9M | Buy |
306,599
+18,562
| +6% | +$2.05M | 1.06% | 13 |
|
|
2024
Q1 | $31.8M | Sell |
288,037
-2,366
| -0.8% | -$262K | 1.19% | 12 |
|
|
2023
Q4 | $32M | Sell |
290,403
-39,775
| -12% | -$4.39M | 1.34% | 9 |
|
|
2023
Q3 | $36.3M | Sell |
330,178
-9,249
| -3% | -$1.02M | 1.83% | 6 |
|
|
2023
Q2 | $37.5M | Buy |
339,427
+8,391
| +3% | +$927K | 1.83% | 5 |
|
|
2023
Q1 | $36.4M | Buy |
331,036
+325,199
| +5,571% | +$35.8M | 1.94% | 5 |
|
|
2022
Q4 | $642K | Buy |
5,837
+3,428
| +142% | +$377K | 0.04% | 336 |
|
|
2022
Q3 | $265K | Buy |
2,409
+1,435
| +147% | +$158K | 0.02% | 493 |
|
|
2022
Q2 | $107K | Buy |
974
+548
| +129% | +$60.2K | 0.01% | 718 |
|
|
2022
Q1 | $47K | Buy |
+426
| New | +$47K | ﹤0.01% | 1010 |
|
|
2020
Q2 | – | Sell |
-203
| Closed | -$23K | – | 1710 |
|
|
2020
Q1 | $23K | Sell |
203
-2,389
| -92% | -$271K | ﹤0.01% | 761 |
|
|
2019
Q4 | $286K | Sell |
2,592
-923
| -26% | -$102K | 0.04% | 315 |
|
|
2019
Q3 | $389K | Buy |
3,515
+626
| +22% | +$69.3K | 0.06% | 252 |
|
|
2019
Q2 | $320K | Buy |
2,889
+2,834
| +5,153% | +$314K | 0.06% | 256 |
|
|
2019
Q1 | $6K | Sell |
55
-21,344
| -100% | -$2.33M | ﹤0.01% | 1208 |
|
|
2018
Q4 | $2.36M | Buy |
+21,399
| New | +$2.36M | 0.6% | 37 |
|
|
2018
Q1 | – | Sell |
-47
| Closed | -$5K | – | 1529 |
|
|
2017
Q4 | $5K | Buy |
47
+18
| +62% | +$1.92K | ﹤0.01% | 1120 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q2 | $3K | Sell |
29
-12
| -29% | -$1.24K | ﹤0.01% | 1034 |
|
|
2017
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 919 |
|
|
2016
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 857 |
|