J.W. Cole Advisors’s iShares Short 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
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.94M | Buy |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $6.51M | Sell |
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|
2022
Q4 | $8.62M | Buy |
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|
2022
Q3 | $7.45M | Sell |
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|
2022
Q2 | $10M | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $4.92M | Buy |
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