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Turning Point Benefit Group’s iShares Short Treasury Bond ETF SHV Stock Holding History

Turning Point Benefit Group’s Portfolio SHV Stock Details SHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.8M Sell
16,279
-667
-4% -$73.7K 1.36% 14
2025
Q1 		$1.87M Buy
16,946
+6,520
+63% +$718K 1.75% 10
2024
Q4 		$1.15M Buy
+10,426
New +$1.15M 1.09% 12