4WM
SGOV icon

4J Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

4J Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,725
Closed -$274K – 89
2024
Q3 		$274K Hold
2,725
– – 0.21% 73
2024
Q2 		$274K Sell
2,725
-2,500
-48% -$251K 0.23% 70
2024
Q1 		$526K Buy
5,225
+440
+9% +$44.2K 0.45% 45
2023
Q4 		$480K Hold
4,785
– – 0.44% 48
2023
Q3 		$482K Hold
4,785
– – 0.48% 48
2023
Q2 		$482K Hold
4,785
– – 0.47% 51
2023
Q1 		$481K Buy
+4,785
New +$480K 0.52% 45

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Raymond James Financial
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PCIG
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NP
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return