Heritage Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$394K	Hold
2024 Q4	$391K	Sell
2024 Q3	$399K	Sell
2024 Q2	$463K	Sell
2024 Q1	$583K	Hold
2023 Q4	$583K	Sell
2023 Q3	$587K	Sell
2023 Q2	$624K	Buy