Alterna 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
Q2 | $922K | Buy |
40,116
+1,132
| +3% | +$26K | 0.74% | 40 |
|
|
2025
Q1 | $896K | Buy |
38,984
+633
| +2% | +$14.6K | 0.68% | 36 |
|
|
2024
Q4 | $881K | Sell |
38,351
-12,902
| -25% | -$296K | 0.74% | 36 |
|
|
2024
Q3 | $1.2M | Buy |
51,253
+3,500
| +7% | +$82.1K | 1.08% | 25 |
|
|
2024
Q2 | $1.08M | Buy |
47,753
+5,761
| +14% | +$130K | 0.94% | 31 |
|
|
2024
Q1 | $956K | Sell |
41,992
-24,803
| -37% | -$565K | 0.77% | 29 |
|
|
2023
Q4 | $1.54M | Sell |
66,795
-139,901
| -68% | -$3.22M | 1.85% | 17 |
|
|
2023
Q3 | $4.56M | Sell |
206,696
-23,541
| -10% | -$519K | 5.82% | 2 |
|
|
2023
Q2 | $5.27M | Buy |
230,237
+5,578
| +2% | +$128K | 6.11% | 1 |
|
|
2023
Q1 | $5.25M | Sell |
224,659
-35,458
| -14% | -$829K | 6.58% | 1 |
|
|
2022
Q4 | $5.92M | Buy |
260,117
+14,478
| +6% | +$329K | 6.64% | 1 |
|
|
2022
Q3 | $5.59M | Buy |
245,639
+28,417
| +13% | +$647K | 6.63% | 2 |
|
|
2022
Q2 | $5.19M | Buy |
217,222
+28,294
| +15% | +$676K | 5.27% | 3 |
|
|
2022
Q1 | $4.71M | Buy |
188,928
+19,585
| +12% | +$488K | 3.97% | 5 |
|
|
2021
Q4 | $4.52M | Buy |
+169,343
| New | +$4.52M | 3.75% | 5 |
|
|
2020
Q4 | $1.79M | Sell |
65,427
-991
| -1% | -$27K | 2.25% | 14 |
|
|
2020
Q3 | $1.86M | Buy |
66,418
+1,941
| +3% | +$54.2K | 2.69% | 12 |
|
|
2020
Q2 | $1.81M | Sell |
64,477
-35,526
| -36% | -$995K | 2.16% | 12 |
|
|
2020
Q1 | $2.8M | Sell |
100,003
-979
| -1% | -$27.4K | 4.05% | 5 |
|
|
2019
Q4 | $2.62M | Buy |
100,982
+21,636
| +27% | +$561K | 2.91% | 6 |
|
|
2019
Q3 | $2.09M | Sell |
79,346
-1,833
| -2% | -$48.3K | 2.47% | 9 |
|
|
2019
Q2 | $2.1M | Buy |
81,179
+28,524
| +54% | +$736K | 2.52% | 9 |
|
|
2019
Q1 | $1.33M | Buy |
52,655
+24,133
| +85% | +$609K | 1.12% | 35 |
|
|
2018
Q4 | $703K | Buy |
+28,522
| New | +$703K | 0.11% | 127 |
|