Ownership history in JSF Financial, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 216,970 | +9,158 | +4.4% | 4.60% | $22.2M | $102.39 |
| 2025 Q3 | REDUCED | 207,812 | -8,581 | -4.0% | 4.76% | $21.5M | $102.02 |
| 2025 Q2 | REDUCED | 216,393 | -14,647 | -6.3% | 5.29% | $22.3M | $100.45 |
| 2025 Q1 | ADDED | 231,040 | +228,981 | +11121.0% | 6.31% | $23.9M | $99.46 |
| 2023 Q2 | REDUCED | 2,059 | -56,421 | -96.5% | 0.07% | $201K | $89.59 |
| 2023 Q1 | REDUCED | 58,480 | -23,002 | -28.2% | 2.17% | $5.8M | $90.15 |
| 2022 Q4 | ADDED | 81,482 | +139 | +0.2% | 2.95% | $7.9M | $88.09 |
| 2022 Q3 | ADDED | 81,343 | +600 | +0.7% | 2.97% | $7.8M | $86.95 |
| 2022 Q2 | REDUCED | 80,743 | -3,876 | -4.6% | 3.71% | $8.2M | $89.46 |
| 2022 Q1 | REDUCED | 84,619 | -31,613 | -27.2% | 3.78% | $8.9M | $90.44 |
As of 2025 Q4 — sorted by position size