JFA
JNBA Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
32,447
+29,462
| +987% | +$2.97M | 0.31% | 47 |
|
|
2025
Q1 | $301K | Buy |
+2,985
| New | +$301K | 0.03% | 157 |
|
|
2024
Q4 | – | Sell |
-59
| Closed | -$5.94K | – | 667 |
|
|
2024
Q3 | $5.94K | Hold |
59
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $5.94K | Buy |
+59
| New | +$5.94K | ﹤0.01% | 507 |
|