&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
$1.8M Buy
16,335
+5,684
+53% +$628K 0.01% 717
2025
Q1
$1.18M Sell
10,651
-1,848
-15% -$204K 0.01% 760
2024
Q4
$1.37M Buy
12,499
+5,074
+68% +$557K 0.02% 634
2024
Q3
$821K Sell
7,425
-1,378
-16% -$152K 0.02% 650
2024
Q2
$973K Buy
8,803
+2,655
+43% +$293K 0.04% 364
2024
Q1
$680K Buy
+6,148
New +$680K 0.09% 219