BBJS FINANCIAL ADVISORS, LLC: SHY position timeline

BBJS FINANCIAL ADVISORS, LLC held 98,570 SHY shares at 2024-09-30 per its 13F-HR filed 2024-10-15.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 98,570 shares

   Change vs previous 13F +3,130 shares

   2.92% of the 13F portfolio, value $8,196,109.

   13F-HR 0001966040-24-000005 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 95,440 shares

   Change vs previous 13F +2,599 shares

   2.91% of the 13F portfolio, value $7,792,644.

   13F-HR 0001966040-24-000004 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 92,841 shares

   Change vs previous 13F +5,286 shares

   2.71% of the 13F portfolio, value $7,592,574.

   13F-HR 0001966040-24-000002 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 87,555 shares

   Change vs previous 13F +11,872 shares

   2.49% of the 13F portfolio, value $7,182,984.

   13F-HR 0001966040-24-000001 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2024-02-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 75,683 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $6,128,067.

   13F-HR 0001966040-23-000004 filed by BBJS FINANCIAL ADVISORS, LLC
   Filed 2023-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).