JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$16.6K | – | 673 |
|
|
2024
Q1 | $16.6K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $16.5K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $16.6K | Buy |
+150
| New | +$16.6K | ﹤0.01% | 406 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 563 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 706 |
|