Impact Partnership Wealth’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
Q2 | $2.98M | Buy |
26,989
+4,374
| +19% | +$483K | 0.55% | 27 |
|
|
2025
Q1 | $2.5M | Buy |
22,615
+7,816
| +53% | +$863K | 0.53% | 25 |
|
|
2024
Q4 | $1.63M | Sell |
14,799
-848
| -5% | -$93.4K | 0.33% | 33 |
|
|
2024
Q3 | $1.73M | Buy |
15,647
+353
| +2% | +$39.1K | 0.39% | 29 |
|
|
2024
Q2 | $1.69M | Buy |
15,294
+13,726
| +875% | +$1.52M | 0.44% | 29 |
|
|
2024
Q1 | $173K | Sell |
1,568
-1,687
| -52% | -$186K | 0.07% | 198 |
|
|
2023
Q4 | $358K | Sell |
3,255
-4,909
| -60% | -$541K | 0.13% | 106 |
|
|
2023
Q3 | $902K | Sell |
8,164
-568
| -7% | -$62.7K | 0.28% | 39 |
|
|
2023
Q2 | $964K | Buy |
+8,732
| New | +$964K | 0.34% | 27 |
|