JTC Employer Solutions Trustee’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,882
-1,351
| -32% | -$149K | 0.03% | 104 |
|
|
2025
Q1 | $467K | Sell |
4,233
-1,351
| -24% | -$149K | 0.04% | 81 |
|
|
2024
Q4 | $614K | Hold |
5,584
| – | – | 0.04% | 75 |
|
|
2024
Q3 | $618K | Hold |
5,584
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $617K | Hold |
5,584
| – | – | 0.04% | 69 |
|
|
2024
Q1 | $618K | Buy |
5,584
+2,882
| +107% | +$319K | 0.04% | 75 |
|
|
2023
Q4 | $297K | Sell |
2,702
-1,822
| -40% | -$200K | 0.03% | 103 |
|
|
2023
Q3 | $500K | Hold |
4,524
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $500K | Hold |
4,524
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $500K | Buy |
+4,524
| New | +$500K | 0.05% | 77 |
|