HWP
SHV icon

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

Heritage 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
2025
Q1 		$1.03M Sell
9,342
-135
-1% -$14.9K 1.57% 16
2024
Q4 		$1.04M Sell
9,477
-268
-3% -$29.6K 1.31% 20
2024
Q3 		$1.08M Sell
9,745
-747
-7% -$82.4K 1.27% 20
2024
Q2 		$1.16M Sell
10,492
-2,413
-19% -$266K 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% -$665K 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% -$671K 0.77% 22
2022
Q4 		$1.64M Buy
+14,922
New +$1.64M 1.51% 18

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Bank of America
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Wealthfront Advisers
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BBVA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return