Innova Wealth Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $602K | Sell |
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2025
Q3 | $626K | Sell |
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2025
Q2 | $647K | Sell |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1,000K | Buy |
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|
2023
Q1 | $337K | Buy |
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