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

Heritage Wealth Partners’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.03M	Sell
2024 Q4	$1.04M	Sell
2024 Q3	$1.08M	Sell
2024 Q2	$1.16M	Sell
2024 Q1	$1.42M	Hold
2023 Q4	$1.42M	Sell
2023 Q3	$1.72M	Sell
2023 Q2	$2.39M	Buy
2023 Q1	$976K	Sell
2022 Q4	$1.64M	Buy