JFS Wealth Advisors’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 | $473K | Sell |
4,285
-682
| -14% | -$75.3K | 0.03% | 209 |
|
|
2025
Q1 | $549K | Hold |
4,967
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $547K | Buy |
4,967
+4,085
| +463% | +$450K | 0.04% | 187 |
|
|
2024
Q3 | $97.6K | Hold |
882
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $97.5K | Hold |
882
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $97.5K | Hold |
882
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $97.1K | Hold |
882
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $97.4K | Hold |
882
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $97.4K | Hold |
882
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $97.5K | Hold |
882
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $96.9K | Hold |
882
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $97K | Hold |
882
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $97K | Hold |
882
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $97K | Hold |
882
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $97K | Hold |
882
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $97K | Buy |
+882
| New | +$97K | 0.01% | 316 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 595 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 572 |
|