JFS Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
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2025
Q1 | $8.57M | Buy |
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|
2024
Q4 | $8.02M | Sell |
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|
2024
Q3 | $9.35M | Sell |
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|
2024
Q2 | $9.97M | Sell |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $9.04M | Buy |
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|
2023
Q3 | $6.89M | Sell |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $14.1M | Buy |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $9.2M | Buy |
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|
2022
Q1 | $9.18M | Sell |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $69K | Sell |
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|
2015
Q3 | $261K | Buy |
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