Glass Jacobson Investment Advisors’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 | – | Sell |
-456
| Closed | -$50.2K | – | 796 |
|
|
2025
Q1 | $50.2K | Hold |
456
| – | – | 0.02% | 370 |
|
|
2024
Q4 | $50.2K | Buy |
456
+2
| +0.4% | +$220 | 0.02% | 370 |
|
|
2024
Q3 | $50.2K | Buy |
454
+162
| +55% | +$17.9K | 0.02% | 355 |
|
|
2024
Q2 | $32.3K | Hold |
292
| – | – | 0.01% | 410 |
|
|
2024
Q1 | $32.3K | Hold |
292
| – | – | 0.01% | 420 |
|
|
2023
Q4 | $32.2K | Hold |
292
| – | – | 0.01% | 385 |
|
|
2023
Q3 | $32.3K | Hold |
292
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $32.3K | Buy |
+292
| New | +$32.3K | 0.01% | 380 |
|
|
2022
Q4 | $43.1K | Buy |
+392
| New | +$43.1K | 0.02% | 356 |
|