Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03M | Sell |
9,342
-135
| -1% | -$14.9K | 1.57% | 16 |
|
|
2024
Q4 | $1.04M | Sell |
9,477
-268
| -3% | -$29.5K | 1.31% | 20 |
|
|
2024
Q3 | $1.08M | Sell |
9,745
-747
| -7% | -$82.6K | 1.27% | 20 |
|
|
2024
Q2 | $1.16M | Sell |
10,492
-2,413
| -19% | -$267K | 1.68% | 16 |
|
|
2024
Q1 | $1.42M | Hold |
12,905
| – | – | 2.9% | 11 |
|
|
2023
Q4 | $1.42M | Sell |
12,905
-2,671
| -17% | -$294K | 2.9% | 11 |
|
|
2023
Q3 | $1.72M | Sell |
15,576
-6,031
| -28% | -$666K | 3.67% | 9 |
|
|
2023
Q2 | $2.39M | Buy |
21,607
+12,772
| +145% | +$1.41M | 1.41% | 24 |
|
|
2023
Q1 | $976K | Sell |
8,835
-6,087
| -41% | -$673K | 0.77% | 22 |
|
|
2022
Q4 | $1.64M | Buy |
+14,922
| New | +$1.64M | 1.51% | 18 |
|