Brighton Jones LLC’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
4,249
+75
| +2% | +$8.28K | 0.01% | 561 |
|
|
2025
Q1 | $461K | Sell |
4,174
-1,025
| -20% | -$113K | 0.01% | 410 |
|
|
2024
Q4 | $572K | Buy |
+5,199
| New | +$572K | 0.02% | 356 |
|
|
2024
Q3 | – | Sell |
-3,747
| Closed | -$414K | – | 656 |
|
|
2024
Q2 | $414K | Sell |
3,747
-1,402
| -27% | -$155K | 0.01% | 392 |
|
|
2024
Q1 | $569K | Sell |
5,149
-1
| -0% | -$111 | 0.02% | 322 |
|
|
2023
Q4 | $567K | Sell |
5,150
-21
| -0.4% | -$2.31K | 0.02% | 303 |
|
|
2023
Q3 | $571K | Buy |
+5,171
| New | +$571K | 0.03% | 261 |
|
|
2021
Q3 | – | Sell |
-3,169
| Closed | -$350K | – | 511 |
|
|
2021
Q2 | $350K | Buy |
+3,169
| New | +$350K | 0.02% | 322 |
|
|
2019
Q4 | – | Sell |
-1,912
| Closed | -$212K | – | 324 |
|
|
2019
Q3 | $212K | Buy |
+1,912
| New | +$212K | 0.02% | 287 |
|