Summit Wealth Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History

Summit Wealth Partners’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Hold
2025 Q2	$248K	Hold
2025 Q1	$248K	Hold
2024 Q4	$248K	Hold
2024 Q3	$249K	Buy