J.W. Cole Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $750K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $892K | Buy |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $792K | Sell |
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|
2021
Q1 | $915K | Buy |
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|
2020
Q4 | $936K | Sell |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $555K | Buy |
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