Jessup Wealth Management’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 | $433K | Sell |
3,924
-622
| -14% | -$68.7K | 0.17% | 54 |
|
|
2025
Q1 | $502K | Buy |
4,546
+1,238
| +37% | +$137K | 0.21% | 47 |
|
|
2024
Q4 | $364K | Buy |
3,308
+964
| +41% | +$106K | 0.16% | 51 |
|
|
2024
Q3 | $259K | Buy |
2,344
+130
| +6% | +$14.4K | 0.12% | 51 |
|
|
2024
Q2 | $245K | Sell |
2,214
-131
| -6% | -$14.5K | 0.1% | 52 |
|
|
2024
Q1 | $259K | Buy |
+2,345
| New | +$259K | 0.11% | 52 |
|