SHJ
Sharkey, Howes & Javer’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 | $2.75M | Buy |
119,767
+3,921
| +3% | +$90.1K | 0.37% | 52 |
|
|
2025
Q1 | $2.66M | Sell |
115,846
-49,051
| -30% | -$1.13M | 0.38% | 54 |
|
|
2024
Q4 | $3.79M | Sell |
164,897
-3,920
| -2% | -$90.1K | 0.53% | 35 |
|
|
2024
Q3 | $3.96M | Buy |
168,817
+8,133
| +5% | +$191K | 0.56% | 31 |
|
|
2024
Q2 | $3.63M | Buy |
160,684
+52,142
| +48% | +$1.18M | 0.59% | 29 |
|
|
2024
Q1 | $2.47M | Sell |
108,542
-75,743
| -41% | -$1.72M | 0.4% | 45 |
|
|
2023
Q4 | $4.25M | Sell |
184,285
-92,063
| -33% | -$2.12M | 0.75% | 26 |
|
|
2023
Q3 | $6.09M | Sell |
276,348
-496,090
| -64% | -$10.9M | 1.17% | 23 |
|
|
2023
Q2 | $17.7M | Buy |
772,438
+195,703
| +34% | +$4.48M | 3.35% | 7 |
|
|
2023
Q1 | $13.5M | Buy |
576,735
+214,338
| +59% | +$5.01M | 2.89% | 10 |
|
|
2022
Q4 | $8.23M | Sell |
362,397
-794,038
| -69% | -$18M | 1.89% | 12 |
|
|
2022
Q3 | $26.3M | Buy |
1,156,435
+324,832
| +39% | +$7.39M | 5.74% | 4 |
|
|
2022
Q2 | $19.9M | Buy |
831,603
+19,625
| +2% | +$469K | 4.81% | 6 |
|
|
2022
Q1 | $20.2M | Buy |
811,978
+54,342
| +7% | +$1.35M | 4.63% | 4 |
|
|
2021
Q4 | $20.2M | Buy |
757,636
+33,394
| +5% | +$891K | 4.57% | 6 |
|
|
2021
Q3 | $19.2M | Sell |
724,242
-129,390
| -15% | -$3.43M | 4.97% | 5 |
|
|
2021
Q2 | $22.7M | Buy |
853,632
+131,086
| +18% | +$3.49M | 6.03% | 4 |
|
|
2021
Q1 | $18.9M | Buy |
722,546
+292,927
| +68% | +$7.67M | 5.92% | 3 |
|
|
2020
Q4 | $11.7M | Sell |
429,619
-107,454
| -20% | -$2.93M | 3.91% | 6 |
|
|
2020
Q3 | $15M | Buy |
537,073
+92,238
| +21% | +$2.58M | 5.71% | 5 |
|
|
2020
Q2 | $12.5M | Sell |
444,835
-233,785
| -34% | -$6.54M | 5.5% | 6 |
|
|
2020
Q1 | $19M | Buy |
678,620
+141,958
| +26% | +$3.98M | 9.91% | 3 |
|
|
2019
Q4 | $13.9M | Buy |
536,662
+148,907
| +38% | +$3.86M | 5.89% | 3 |
|
|
2019
Q3 | $10.2M | Buy |
387,755
+26,998
| +7% | +$711K | 4.4% | 5 |
|
|
2019
Q2 | $9.31M | Buy |
360,757
+163,336
| +83% | +$4.22M | 4.22% | 8 |
|
|
2019
Q1 | $4.98M | Buy |
197,421
+184,773
| +1,461% | +$4.66M | 2.32% | 15 |
|
|
2018
Q4 | $312K | Buy |
12,648
+1,883
| +17% | +$46.5K | 0.2% | 35 |
|
|
2018
Q3 | $262K | Buy |
10,765
+978
| +10% | +$23.8K | 0.14% | 41 |
|
|
2018
Q2 | $241K | Buy |
9,787
+9,771
| +61,069% | +$241K | 0.13% | 37 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 195 |
|