Investment Partners Asset Management’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 | $803K | Buy |
7,275
+260
| +4% | +$28.7K | 0.56% | 52 |
|
|
2025
Q1 | $775K | Sell |
7,015
-315
| -4% | -$34.8K | 0.61% | 49 |
|
|
2024
Q4 | $807K | Sell |
7,330
-170
| -2% | -$18.7K | 0.63% | 47 |
|
|
2024
Q3 | $830K | Sell |
7,500
-175
| -2% | -$19.4K | 0.68% | 43 |
|
|
2024
Q2 | $848K | Hold |
7,675
| – | – | 0.76% | 38 |
|
|
2024
Q1 | $848K | Sell |
7,675
-325
| -4% | -$35.9K | 0.77% | 37 |
|
|
2023
Q4 | $881K | Buy |
+8,000
| New | +$881K | 0.88% | 34 |
|