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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Hold
2,248
– – 0.05% 198
2025
Q1 		$248K Hold
2,248
– – 0.05% 186
2024
Q4 		$248K Hold
2,248
– – 0.05% 181
2024
Q3 		$249K Buy
+2,248
New +$249K 0.05% 210