JFS Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,000	Closed	-$24.5K	–	2038
2024 Q1	$24.5K	Hold	1,000	–	–	﹤0.01%	582
2023 Q4	$24.9K	Hold	1,000	–	–	﹤0.01%	536
2023 Q3	$24K	Hold	1,000	–	–	﹤0.01%	498
2023 Q2	$24.6K	Buy	+1,000	New	+$24.6K	﹤0.01%	491