Investment 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 | $400K | Hold |
3,627
| – | – | 0.15% | 111 |
|
|
2025
Q1 | $401K | Hold |
3,627
| – | – | 0.17% | 112 |
|
|
2024
Q4 | $399K | Hold |
3,627
| – | – | 0.16% | 110 |
|
|
2024
Q3 | $401K | Hold |
3,627
| – | – | 0.17% | 107 |
|
|
2024
Q2 | $401K | Hold |
3,627
| – | – | 0.18% | 100 |
|
|
2024
Q1 | $401K | Sell |
3,627
-8,235
| -69% | -$910K | 0.18% | 103 |
|
|
2023
Q4 | $1.31M | Buy |
11,862
+453
| +4% | +$49.9K | 0.64% | 46 |
|
|
2023
Q3 | $1.26M | Buy |
+11,409
| New | +$1.26M | 0.66% | 44 |
|