Jones Financial Companies’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
56,531
+11,686
| +26% | +$1.29M | ﹤0.01% | 444 |
|
|
2025
Q1 | $4.95M | Buy |
44,845
+24,772
| +123% | +$2.74M | ﹤0.01% | 428 |
|
|
2024
Q4 | $2.21M | Buy |
20,073
+6,164
| +44% | +$679K | ﹤0.01% | 534 |
|
|
2024
Q3 | $1.54M | Buy |
13,909
+8,412
| +153% | +$931K | ﹤0.01% | 498 |
|
|
2024
Q2 | $607K | Buy |
+5,497
| New | +$607K | ﹤0.01% | 511 |
|
|
2024
Q1 | – | Sell |
-135
| Closed | -$14.9K | – | 1444 |
|
|
2023
Q4 | $14.9K | Buy |
+135
| New | +$14.9K | ﹤0.01% | 631 |
|
|
2023
Q1 | – | Sell |
-2,324
| Closed | -$255K | – | 754 |
|
|
2022
Q4 | $255K | Buy |
+2,324
| New | +$255K | ﹤0.01% | 244 |
|
|
2021
Q2 | – | Sell |
-181
| Closed | -$20K | – | 775 |
|
|
2021
Q1 | $20K | Buy |
+181
| New | +$20K | ﹤0.01% | 459 |
|