4J Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
17,771
-169
| -0.9% | -$3.88K | 0.28% | 58 |
|
|
2025
Q1 | $412K | Sell |
17,940
-485
| -3% | -$11.1K | 0.33% | 51 |
|
|
2024
Q4 | $423K | Sell |
18,425
-299,977
| -94% | -$6.89M | 0.34% | 50 |
|
|
2024
Q3 | $7.47M | Buy |
318,402
+1,224
| +0.4% | +$28.7K | 5.78% | 3 |
|
|
2024
Q2 | $7.16M | Buy |
317,178
+19,715
| +7% | +$445K | 5.92% | 3 |
|
|
2024
Q1 | $6.77M | Buy |
297,463
+54,589
| +22% | +$1.24M | 5.85% | 3 |
|
|
2023
Q4 | $5.6M | Buy |
242,874
+1,320
| +0.5% | +$30.4K | 5.11% | 3 |
|
|
2023
Q3 | $5.32M | Buy |
241,554
+9,566
| +4% | +$211K | 5.3% | 4 |
|
|
2023
Q2 | $5.31M | Buy |
231,988
+696
| +0.3% | +$15.9K | 5.15% | 4 |
|
|
2023
Q1 | $5.41M | Buy |
231,292
+12,144
| +6% | +$284K | 5.81% | 4 |
|
|
2022
Q4 | $4.98M | Sell |
219,148
-71,506
| -25% | -$1.62M | 5.78% | 4 |
|
|
2022
Q3 | $6.62M | Buy |
290,654
+8,326
| +3% | +$189K | 8.47% | 2 |
|
|
2022
Q2 | $6.75M | Sell |
282,328
-7,729
| -3% | -$185K | 8.49% | 2 |
|
|
2022
Q1 | $7.23M | Buy |
290,057
+32,038
| +12% | +$798K | 6.32% | 3 |
|
|
2021
Q4 | $6.88M | Sell |
258,019
-10,880
| -4% | -$290K | 5.79% | 3 |
|
|
2021
Q3 | $7.13M | Buy |
268,899
+2,880
| +1% | +$76.4K | 6.2% | 3 |
|
|
2021
Q2 | $7.08M | Buy |
266,019
+13,781
| +5% | +$367K | 6.18% | 3 |
|
|
2021
Q1 | $6.61M | Buy |
252,238
+7,721
| +3% | +$202K | 6.14% | 3 |
|
|
2020
Q4 | $6.66M | Buy |
+244,517
| New | +$6.66M | 6.41% | 3 |
|