Shepherd Financial Partners’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.7M | Buy |
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2025
Q2 | $2.18M | Sell |
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2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $3.52M | Sell |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $5.34M | Buy |
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|
2023
Q2 | $3.56M | Sell |
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|
2023
Q1 | $7.12M | Buy |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $19.1M | Buy |
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|
2019
Q1 | $18.8M | Buy |
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|
2018
Q4 | $18.8M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $579K | Buy |
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