Root Financial Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Root Financial Partners’s Portfolio SHV Stock Details SHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$467K	Sell
2025 Q2	$939K	Sell
2025 Q1	$965K	Sell
2024 Q4	$1.08M	Buy
2024 Q3	$736K	Sell
2024 Q2	$782K	Sell
2024 Q1	$785K	Buy
2023 Q4	$711K	Buy
2023 Q3	$645K	Buy