JWA
JFS Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
105,660
+2,078
| +2% | +$172K | 0.56% | 34 |
|
|
2025
Q1 | $8.57M | Buy |
103,582
+5,807
| +6% | +$480K | 0.58% | 33 |
|
|
2024
Q4 | $8.02M | Sell |
97,775
-14,620
| -13% | -$1.2M | 0.55% | 35 |
|
|
2024
Q3 | $9.35M | Sell |
112,395
-9,686
| -8% | -$805K | 0.63% | 32 |
|
|
2024
Q2 | $9.97M | Sell |
122,081
-17,500
| -13% | -$1.43M | 0.79% | 27 |
|
|
2024
Q1 | $11.4M | Buy |
139,581
+29,335
| +27% | +$2.4M | 0.91% | 25 |
|
|
2023
Q4 | $9.04M | Buy |
110,246
+25,164
| +30% | +$2.06M | 0.77% | 31 |
|
|
2023
Q3 | $6.89M | Sell |
85,082
-91,187
| -52% | -$7.38M | 0.65% | 33 |
|
|
2023
Q2 | $14.3M | Buy |
176,269
+4,771
| +3% | +$387K | 1.29% | 19 |
|
|
2023
Q1 | $14.1M | Buy |
171,498
+7,772
| +5% | +$639K | 1.33% | 19 |
|
|
2022
Q4 | $13.3M | Buy |
163,726
+17,439
| +12% | +$1.42M | 1.3% | 17 |
|
|
2022
Q3 | $11.9M | Buy |
146,287
+35,167
| +32% | +$2.86M | 1.3% | 16 |
|
|
2022
Q2 | $9.2M | Buy |
111,120
+1,016
| +0.9% | +$84.1K | 0.97% | 21 |
|
|
2022
Q1 | $9.18M | Sell |
110,104
-11,357
| -9% | -$947K | 0.87% | 21 |
|
|
2021
Q4 | $10.4M | Buy |
121,461
+1,355
| +1% | +$116K | 0.98% | 19 |
|
|
2021
Q3 | $10.3M | Buy |
+120,106
| New | +$10.3M | 1.06% | 18 |
|
|
2016
Q2 | – | Sell |
-716
| Closed | -$61K | – | 602 |
|
|
2016
Q1 | $61K | Sell |
716
-101
| -12% | -$8.61K | 0.02% | 218 |
|
|
2015
Q4 | $69K | Sell |
817
-2,252
| -73% | -$190K | 0.02% | 213 |
|
|
2015
Q3 | $261K | Buy |
+3,069
| New | +$261K | 0.11% | 90 |
|