Premier Path Wealth 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 | $3.27M | Buy |
29,595
+284
| +1% | +$31.4K | 0.45% | 47 |
|
|
2025
Q1 | $3.24M | Buy |
29,311
+1,994
| +7% | +$220K | 0.5% | 45 |
|
|
2024
Q4 | $3.01M | Buy |
27,317
+1,370
| +5% | +$151K | 0.46% | 48 |
|
|
2024
Q3 | $2.87M | Buy |
25,947
+2,120
| +9% | +$235K | 0.45% | 47 |
|
|
2024
Q2 | $2.63M | Buy |
23,827
+1,443
| +6% | +$159K | 0.45% | 47 |
|
|
2024
Q1 | $2.44M | Buy |
+22,384
| New | +$2.44M | 0.46% | 47 |
|