Jones Financial Companies’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 | $5.15M | Buy |
225,098
+55,880
| +33% | +$1.28M | ﹤0.01% | 489 |
|
|
2025
Q1 | $3.88M | Buy |
169,218
+74,248
| +78% | +$1.7M | ﹤0.01% | 485 |
|
|
2024
Q4 | $2.18M | Buy |
94,970
+44,923
| +90% | +$1.03M | ﹤0.01% | 536 |
|
|
2024
Q3 | $1.18M | Buy |
50,047
+40,297
| +413% | +$947K | ﹤0.01% | 561 |
|
|
2024
Q2 | $220K | Buy |
9,750
+9,310
| +2,116% | +$210K | ﹤0.01% | 804 |
|
|
2024
Q1 | $10K | Buy |
+440
| New | +$10K | ﹤0.01% | 1064 |
|
|
2022
Q1 | – | Sell |
-4,109
| Closed | -$110K | – | 744 |
|
|
2021
Q4 | $110K | Hold |
4,109
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $109K | Sell |
4,109
-1,983
| -33% | -$52.6K | ﹤0.01% | 265 |
|
|
2021
Q2 | $162K | Sell |
6,092
-2,762
| -31% | -$73.4K | ﹤0.01% | 237 |
|
|
2021
Q1 | $232K | Sell |
8,854
-2,401
| -21% | -$62.9K | ﹤0.01% | 213 |
|
|
2020
Q4 | $307K | Buy |
+11,255
| New | +$307K | ﹤0.01% | 190 |
|