Ownership history in DDFG, Inc · 4 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (GOVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,198,701 | +26,871 | +2.3% | 6.04% | $27.6M | $22.90 |
| 2025 Q3 | ADDED | 1,171,830 | +337,228 | +40.4% | 6.26% | $27.1M | $22.72 |
| 2025 Q2 | ADDED | 834,602 | +22,759 | +2.8% | 4.82% | $19.2M | $22.39 |
| 2025 Q1 | INITIATED | 811,843 | — | — | 5.17% | $18.7M | $22.20 |
As of 2025 Q4 — sorted by position size