JFS Wealth 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 | $473K | Sell |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $97.6K | Hold |
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|
2024
Q2 | $97.5K | Hold |
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|
2024
Q1 | $97.5K | Hold |
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|
2023
Q4 | $97.1K | Hold |
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|
2023
Q3 | $97.4K | Hold |
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|
2023
Q2 | $97.4K | Hold |
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|
2023
Q1 | $97.5K | Hold |
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|
2022
Q4 | $96.9K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $97K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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