ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,595 Value ($000) $2,709 Avg Close — Range —
Q3 2025
Shares 60,616 Value ($000) $6,697 Avg Close — Range —
Q2 2025
Shares 19,742 Value ($000) $2,180 Avg Close — Range —
Q1 2025
Shares 20,381 Value ($000) $2,251 Avg Close — Range —
Q4 2024
Shares 22,637 Value ($000) $2,493 Avg Close — Range —
Q3 2024
Shares 26,592 Value ($000) $2,942 Avg Close — Range —
Q2 2024
Shares 31,825 Value ($000) $3,517 Avg Close — Range —
Q1 2024
Shares 39,520 Value ($000) $4,369 Avg Close — Range —
Q4 2023
Shares 39,305 Value ($000) $4,329 Avg Close — Range —
Q3 2023
Shares 48,338 Value ($000) $5,340 Avg Close — Range —
Q2 2023
Shares 32,273 Value ($000) $3,565 Avg Close — Range —
Q1 2023
Shares 64,417 Value ($000) $7,118 Avg Close — Range —
Q4 2022
Shares 27,605 Value ($000) $3,034 Avg Close — Range —
Q3 2022
Shares 17,225 Value ($000) $1,895 Avg Close — Range —
Q2 2020
Shares 2,195 Value ($000) $243 Avg Close — Range —
Q2 2019
Shares 172,487 Value ($000) $19,086 Avg Close — Range —
Q1 2019
Shares 170,351 Value ($000) $18,836 Avg Close — Range —
Q4 2018
Shares 169,745 Value ($000) $18,756 Avg Close — Range —
Q2 2017
Shares 5,253 Value ($000) $579 Avg Close — Range —