Root Financial 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 | $939K | Sell |
8,502
-236
| -3% | -$26.1K | 0.09% | 77 |
|
|
2025
Q1 | $965K | Sell |
8,738
-1,060
| -11% | -$117K | 0.1% | 70 |
|
|
2024
Q4 | $1.08M | Buy |
9,798
+3,141
| +47% | +$346K | 0.13% | 57 |
|
|
2024
Q3 | $736K | Sell |
6,657
-420
| -6% | -$46.5K | 0.12% | 65 |
|
|
2024
Q2 | $782K | Sell |
7,077
-27
| -0.4% | -$2.98K | 0.18% | 46 |
|
|
2024
Q1 | $785K | Buy |
7,104
+646
| +10% | +$71.4K | 0.23% | 41 |
|
|
2023
Q4 | $711K | Buy |
6,458
+622
| +11% | +$68.5K | 0.27% | 41 |
|
|
2023
Q3 | $645K | Buy |
+5,836
| New | +$645K | 0.34% | 32 |
|