IWP

Insight Wealth Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$834K	Buy	7,552 +198	+3%	+$21.9K	0.32%	49
2025 Q1	$812K	Buy	+7,354	New	+$812K	0.14%	48
2022 Q4	–	Sell	-2,228	Closed	-$245K	–	62
2022 Q3	$245K	Buy	+2,228	New	+$245K	0.23%	49