J. Safra Sarasin Holding’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	$437K	Hold	3,956	–	–	0.01%	376
2025 Q1	$437K	Sell	3,956 -25,617	-87%	-$2.83M	0.01%	427
2024 Q4	$3.26M	Hold	29,573	–	–	0.06%	167
2024 Q3	$3.27M	Buy	29,573 +12,073	+69%	+$1.34M	0.06%	162
2024 Q2	$1.93M	Buy	+17,500	New	+$1.93M	0.04%	227