Jones Financial Companies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
152,394
+42,883
| +39% | +$3.55M | 0.01% | 327 |
|
|
2025
Q1 | $9.05M | Buy |
109,511
+34,596
| +46% | +$2.86M | 0.01% | 331 |
|
|
2024
Q4 | $6.14M | Buy |
74,915
+31,439
| +72% | +$2.58M | 0.01% | 324 |
|
|
2024
Q3 | $3.62M | Buy |
43,476
+27,564
| +173% | +$2.3M | ﹤0.01% | 338 |
|
|
2024
Q2 | $1.3M | Buy |
15,912
+15,322
| +2,597% | +$1.25M | ﹤0.01% | 387 |
|
|
2024
Q1 | $48.2K | Buy |
+590
| New | +$48.2K | ﹤0.01% | 740 |
|
|
2013
Q4 | – | Sell |
-445
| Closed | -$38K | – | 483 |
|
|
2013
Q3 | $38K | Sell |
445
-1,089
| -71% | -$93K | ﹤0.01% | 334 |
|
|
2013
Q2 | $129K | Buy |
+1,534
| New | +$129K | ﹤0.01% | 231 |
|