JFA
JNBA Financial 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 | $32.7K | Sell |
395
-13
| -3% | -$1.08K | ﹤0.01% | 340 |
|
|
2025
Q1 | $33.8K | Sell |
408
-880
| -68% | -$72.8K | ﹤0.01% | 323 |
|
|
2024
Q4 | $106K | Sell |
1,288
-958
| -43% | -$78.5K | 0.01% | 213 |
|
|
2024
Q3 | $187K | Sell |
2,246
-5,025
| -69% | -$418K | 0.02% | 189 |
|
|
2024
Q2 | $594K | Sell |
7,271
-554
| -7% | -$45.2K | 0.06% | 121 |
|
|
2024
Q1 | $640K | Sell |
7,825
-305
| -4% | -$24.9K | 0.07% | 120 |
|
|
2023
Q4 | $667K | Buy |
8,130
+875
| +12% | +$71.8K | 0.08% | 118 |
|
|
2023
Q3 | $587K | Sell |
7,255
-62
| -0.8% | -$5.02K | 0.07% | 120 |
|
|
2023
Q2 | $593K | Sell |
7,317
-184
| -2% | -$14.9K | 0.07% | 122 |
|
|
2023
Q1 | $616K | Buy |
7,501
+987
| +15% | +$81.1K | 0.08% | 117 |
|
|
2022
Q4 | $529K | Buy |
6,514
+616
| +10% | +$50K | 0.07% | 126 |
|
|
2022
Q3 | $479K | Buy |
5,898
+906
| +18% | +$73.6K | 0.07% | 125 |
|
|
2022
Q2 | $413K | Buy |
+4,992
| New | +$413K | 0.06% | 129 |
|
|
2021
Q3 | – | Sell |
-118
| Closed | -$10K | – | 749 |
|
|
2021
Q2 | $10K | Sell |
118
-892
| -88% | -$75.6K | ﹤0.01% | 488 |
|
|
2021
Q1 | $87K | Hold |
1,010
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $87K | Sell |
1,010
-320
| -24% | -$27.6K | 0.01% | 217 |
|
|
2020
Q3 | $115K | Sell |
1,330
-3,756
| -74% | -$325K | 0.02% | 186 |
|
|
2020
Q2 | $440K | Hold |
5,086
| – | – | 0.09% | 101 |
|
|
2020
Q1 | $441K | Buy |
5,086
+1,113
| +28% | +$96.5K | 0.11% | 94 |
|
|
2019
Q4 | $336K | Sell |
3,973
-1,773
| -31% | -$150K | 0.06% | 116 |
|
|
2019
Q3 | $487K | Sell |
5,746
-3,833
| -40% | -$325K | 0.1% | 95 |
|
|
2019
Q2 | $812K | Sell |
9,579
-2,324
| -20% | -$197K | 0.17% | 78 |
|
|
2019
Q1 | $1M | Sell |
11,903
-1,611
| -12% | -$135K | 0.22% | 63 |
|
|
2018
Q4 | $1.13M | Buy |
13,514
+13,421
| +14,431% | +$1.12M | 0.26% | 49 |
|
|
2018
Q3 | $8K | Sell |
93
-17,498
| -99% | -$1.51M | ﹤0.01% | 398 |
|
|
2018
Q2 | $1.47M | Sell |
17,591
-8,659
| -33% | -$722K | 0.31% | 42 |
|
|
2018
Q1 | $2.19M | Sell |
26,250
-10,486
| -29% | -$876K | 0.47% | 32 |
|
|
2017
Q4 | $3.08M | Sell |
36,736
-52,227
| -59% | -$4.38M | 0.65% | 23 |
|
|
2017
Q3 | $7.51M | Sell |
88,963
-617,324
| -87% | -$52.1M | 1.68% | 13 |
|
|
2017
Q2 | $59.7M | Buy |
706,287
+44,875
| +7% | +$3.79M | 13.56% | 1 |
|
|
2017
Q1 | $55.9M | Buy |
661,412
+49,421
| +8% | +$4.18M | 13.2% | 1 |
|
|
2016
Q4 | $51.7M | Buy |
611,991
+611,957
| +1,799,874% | +$51.7M | 12.57% | 1 |
|
|
2016
Q3 | $3K | Sell |
34
-6,565
| -99% | -$579K | ﹤0.01% | 1366 |
|
|
2016
Q2 | $563K | Sell |
6,599
-426,912
| -98% | -$36.4M | 0.16% | 60 |
|
|
2016
Q1 | $36.9M | Buy |
433,511
+1,421
| +0.3% | +$121K | 13.26% | 1 |
|
|
2015
Q4 | $36.5M | Sell |
432,090
-2,771
| -0.6% | -$234K | 13.96% | 1 |
|
|
2015
Q3 | $37M | Buy |
+434,861
| New | +$37M | 15.74% | 1 |
|
|
2013
Q4 | – | Sell |
-48
| Closed | -$4K | – | 448 |
|
|
2013
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 358 |
|
|
2013
Q2 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 313 |
|