J. Safra Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Buy |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $89.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $27.6K | Buy |
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|
2023
Q4 | $15.4K | Hold |
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|
2023
Q3 | $15.5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $37.9M | Buy |
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