Jessup Wealth Management’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
Q3
$439K Buy
2025
Q2
$433K Sell
2025
Q1
$502K Buy
2024
Q4
$364K Buy
2024
Q3
$259K Buy
2024
Q2
$245K Sell
2024
Q1
$259K Buy