Investment Partners Asset Management’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
Q3
$804K Hold
2025
Q2
$803K Buy
2025
Q1
$775K Sell
2024
Q4
$807K Sell
2024
Q3
$830K Sell
2024
Q2
$848K Hold
2024
Q1
$848K Sell
2023
Q4
$881K Buy