Ownership history in Dodds Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC 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 | REDUCED | 2,006,858 | -246,134 | -10.9% | 11.33% | $46.2M | $22.90 |
| 2025 Q3 | ADDED | 2,252,992 | +118,965 | +5.6% | 12.90% | $52.1M | $22.72 |
| 2025 Q2 | ADDED | 2,134,027 | +1,097,218 | +105.8% | 13.15% | $49.0M | $22.39 |
| 2025 Q1 | ADDED | 1,036,809 | +30,309 | +3.0% | 7.77% | $23.8M | $22.20 |
| 2024 Q4 | ADDED | 1,006,500 | +31,125 | +3.2% | 7.27% | $22.6M | $22.06 |
| 2024 Q3 | INITIATED | 975,375 | — | — | 7.48% | $22.4M | $22.27 |
As of 2025 Q4 — sorted by position size