Access Financial Services’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
Q2
$4.68M Buy
203,708
+5,681
+3% +$131K 1.77% 11
2025
Q1
$4.55M Sell
198,027
-105,315
-35% -$2.42M 1.83% 10
2024
Q4
$6.97M Sell
303,342
-373,704
-55% -$8.59M 3.11% 9
2024
Q3
$15.9M Sell
677,046
-19,826
-3% -$465K 7.28% 2
2024
Q2
$15.7M Sell
696,872
-39,154
-5% -$884K 7.15% 3
2024
Q1
$16.8M Buy
736,026
+51,737
+8% +$1.18M 7.49% 3
2023
Q4
$15.8M Sell
684,289
-73,306
-10% -$1.69M 8.12% 2
2023
Q3
$16.7M Sell
757,595
-4,186
-0.5% -$92.3K 10% 2
2023
Q2
$17.4M Buy
761,781
+15,488
+2% +$355K 10.17% 2
2023
Q1
$17.4M Buy
746,293
+34,981
+5% +$818K 10.61% 2
2022
Q4
$16.2M Sell
711,312
-11,148
-2% -$253K 9.87% 2
2022
Q3
$16.4M Buy
722,460
+2,605
+0.4% +$59.3K 10.65% 3
2022
Q2
$17.2M Buy
719,855
+64,416
+10% +$1.54M 9.84% 3
2022
Q1
$16.3M Buy
655,439
+11,090
+2% +$276K 7.76% 3
2021
Q4
$17.2M Buy
+644,349
New +$17.2M 7.73% 3