JIP
Jaffetilchin Investment Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
10,723
-31
| -0.3% | -$3.12K | 0.07% | 171 |
|
|
2025
Q1 | $1.08M | Sell |
10,754
-1,518
| -12% | -$153K | 0.08% | 169 |
|
|
2024
Q4 | $1.23M | Sell |
12,272
-3,204
| -21% | -$321K | 0.09% | 143 |
|
|
2024
Q3 | $1.56M | Buy |
15,476
+1,273
| +9% | +$128K | 0.12% | 106 |
|
|
2024
Q2 | $1.43M | Sell |
14,203
-5,734
| -29% | -$577K | 0.12% | 102 |
|
|
2024
Q1 | $2.01M | Buy |
19,937
+733
| +4% | +$73.8K | 0.18% | 86 |
|
|
2023
Q4 | $1.93M | Buy |
19,204
+6,818
| +55% | +$684K | 0.19% | 86 |
|
|
2023
Q3 | $1.25M | Sell |
12,386
-1,790
| -13% | -$180K | 0.14% | 98 |
|
|
2023
Q2 | $1.43M | Buy |
14,176
+3,794
| +37% | +$382K | 0.15% | 95 |
|
|
2023
Q1 | $1.04M | Buy |
10,382
+7,686
| +285% | +$773K | 0.12% | 130 |
|
|
2022
Q4 | $270K | Buy |
2,696
+7
| +0.3% | +$701 | 0.03% | 294 |
|
|
2022
Q3 | $270K | Buy |
+2,689
| New | +$270K | 0.03% | 268 |
|