1900 Wealth Management’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
Q1 | – | Sell |
-9,548
| Closed | -$219K | – | 218 |
|
|
2024
Q4 | $219K | Sell |
9,548
-143
| -1% | -$3.29K | 0.02% | 209 |
|
|
2024
Q3 | $227K | Sell |
9,691
-944
| -9% | -$22.1K | 0.02% | 213 |
|
|
2024
Q2 | $240K | Sell |
10,635
-21,459
| -67% | -$484K | 0.02% | 203 |
|
|
2024
Q1 | $731K | Sell |
32,094
-22,995
| -42% | -$524K | 0.07% | 127 |
|
|
2023
Q4 | $1.27M | Sell |
55,089
-37,105
| -40% | -$855K | 0.12% | 121 |
|
|
2023
Q3 | $2.03M | Sell |
92,194
-3,053
| -3% | -$67.3K | 0.2% | 90 |
|
|
2023
Q2 | $2.18M | Buy |
95,247
+1,783
| +2% | +$40.8K | 0.22% | 83 |
|
|
2023
Q1 | $2.15M | Buy |
93,464
+779
| +0.8% | +$17.9K | 0.23% | 78 |
|
|
2022
Q4 | $2.11M | Sell |
92,685
-4,450
| -5% | -$101K | 0.23% | 79 |
|
|
2022
Q3 | $2.21M | Sell |
97,135
-2,851
| -3% | -$64.9K | 0.26% | 73 |
|
|
2022
Q2 | $2.39M | Sell |
99,986
-17,999
| -15% | -$430K | 0.26% | 74 |
|
|
2022
Q1 | $2.94M | Sell |
117,985
-34,560
| -23% | -$861K | 0.28% | 66 |
|
|
2021
Q4 | $4.07M | Sell |
152,545
-141,412
| -48% | -$3.77M | 0.37% | 55 |
|
|
2021
Q3 | $7.8M | Sell |
293,957
-15,753
| -5% | -$418K | 0.76% | 30 |
|
|
2021
Q2 | $8.24M | Sell |
309,710
-7,821
| -2% | -$208K | 0.79% | 28 |
|
|
2021
Q1 | $8.32K | Sell |
317,531
-293,090
| -48% | -$7.68K | 0.63% | 28 |
|
|
2020
Q4 | $16.6M | Buy |
+610,621
| New | +$16.6M | 1.94% | 15 |
|