Innova 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
Q2 | $647K | Sell |
5,862
-139
| -2% | -$15.3K | 0.38% | 45 |
|
|
2025
Q1 | $663K | Sell |
6,001
-1,136
| -16% | -$125K | 0.41% | 41 |
|
|
2024
Q4 | $786K | Buy |
+7,137
| New | +$786K | 0.5% | 39 |
|
|
2024
Q3 | – | Sell |
-7,116
| Closed | -$786K | – | 127 |
|
|
2024
Q2 | $786K | Sell |
7,116
-1,254
| -15% | -$139K | 0.56% | 40 |
|
|
2024
Q1 | $925K | Sell |
8,370
-3,574
| -30% | -$395K | 0.71% | 31 |
|
|
2023
Q4 | $1.32M | Buy |
11,944
+73
| +0.6% | +$8.04K | 1.13% | 22 |
|
|
2023
Q3 | $1.31M | Buy |
11,871
+2,820
| +31% | +$312K | 1.18% | 18 |
|
|
2023
Q2 | $1,000K | Buy |
9,051
+6,004
| +197% | +$663K | 0.85% | 24 |
|
|
2023
Q1 | $337K | Buy |
+3,047
| New | +$337K | 0.3% | 33 |
|