JWM
JPL Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
71,828
+5,916
| +9% | +$136K | 0.45% | 72 |
|
|
2025
Q1 | $1.51M | Buy |
65,912
+21,633
| +49% | +$497K | 0.43% | 71 |
|
|
2024
Q4 | $1.02M | Buy |
+44,279
| New | +$1.02M | 0.29% | 74 |
|
|
2024
Q2 | – | Sell |
-58,763
| Closed | -$1.34M | – | 109 |
|
|
2024
Q1 | $1.34M | Sell |
58,763
-10,135
| -15% | -$231K | 0.74% | 62 |
|
|
2023
Q4 | $1.59M | Buy |
+68,898
| New | +$1.59M | 1.14% | 36 |
|