Aprio 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 | $283K | Sell |
12,335
-3,524
| -22% | -$81K | 0.03% | 303 |
|
|
2025
Q1 | $365K | Buy |
+15,859
| New | +$365K | 0.05% | 233 |
|
|
2024
Q3 | – | Sell |
-14,557
| Closed | -$329K | – | 292 |
|
|
2024
Q2 | $329K | Buy |
+14,557
| New | +$329K | 0.06% | 154 |
|
|
2024
Q1 | – | Sell |
-15,432
| Closed | -$356K | – | 249 |
|
|
2023
Q4 | $356K | Buy |
15,432
+2,389
| +18% | +$55K | 0.08% | 116 |
|
|
2023
Q3 | $287K | Buy |
13,043
+1,962
| +18% | +$43.2K | 0.08% | 116 |
|
|
2023
Q2 | $254K | Buy |
+11,081
| New | +$254K | 0.07% | 126 |
|