Glass Jacobson Investment Advisors’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 | – | Sell |
-826
| Closed | -$19K | – | 665 |
|
|
2025
Q1 | $19K | Hold |
826
| – | – | 0.01% | 519 |
|
|
2024
Q4 | $19K | Buy |
826
+415
| +101% | +$9.54K | 0.01% | 519 |
|
|
2024
Q3 | $9.64K | Buy |
411
+53
| +15% | +$1.24K | ﹤0.01% | 573 |
|
|
2024
Q2 | $8.08K | Buy |
358
+55
| +18% | +$1.24K | ﹤0.01% | 576 |
|
|
2024
Q1 | $6.9K | Buy |
303
+18
| +6% | +$410 | ﹤0.01% | 587 |
|
|
2023
Q4 | $6.57K | Sell |
285
-53
| -16% | -$1.22K | ﹤0.01% | 564 |
|
|
2023
Q3 | $7.45K | Buy |
338
+53
| +19% | +$1.17K | ﹤0.01% | 523 |
|
|
2023
Q2 | $6.53K | Buy |
+285
| New | +$6.53K | ﹤0.01% | 550 |
|
|
2022
Q4 | $17.7K | Buy |
+778
| New | +$17.7K | 0.01% | 446 |
|