Arete Wealth Advisors’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 | $1.12M | Buy |
48,606
+433
| +0.9% | +$9.95K | 0.08% | 242 |
|
|
2025
Q1 | $1.11M | Buy |
48,173
+14,680
| +44% | +$337K | 0.08% | 236 |
|
|
2024
Q4 | $759K | Buy |
33,493
+3,890
| +13% | +$88.2K | 0.05% | 309 |
|
|
2024
Q3 | $694K | Sell |
29,603
-1,262
| -4% | -$29.6K | 0.06% | 288 |
|
|
2024
Q2 | $697K | Sell |
30,865
-4,856
| -14% | -$110K | 0.06% | 315 |
|
|
2024
Q1 | $813K | Buy |
35,721
+114
| +0.3% | +$2.6K | 0.08% | 236 |
|
|
2023
Q4 | $820K | Buy |
35,607
+10,291
| +41% | +$237K | 0.06% | 290 |
|
|
2023
Q3 | $558K | Sell |
25,316
-42,731
| -63% | -$942K | 0.1% | 217 |
|
|
2023
Q2 | $1.56M | Sell |
68,047
-2,930
| -4% | -$67.1K | 0.14% | 153 |
|
|
2023
Q1 | $1.66M | Sell |
70,977
-5,917
| -8% | -$138K | 0.14% | 140 |
|
|
2022
Q4 | $1.75B | Buy |
76,894
+9,293
| +14% | +$211M | 0.15% | 125 |
|
|
2022
Q3 | $1.54M | Buy |
67,601
+44,355
| +191% | +$1.01M | 0.15% | 124 |
|
|
2022
Q2 | $556K | Sell |
23,246
-852
| -4% | -$20.4K | 0.06% | 224 |
|
|
2022
Q1 | $600K | Sell |
24,098
-5,508
| -19% | -$137K | 0.05% | 250 |
|
|
2021
Q4 | $776K | Sell |
29,606
-1,468
| -5% | -$38.5K | 0.07% | 215 |
|
|
2021
Q3 | $824K | Buy |
31,074
+10,631
| +52% | +$282K | 0.09% | 189 |
|
|
2021
Q2 | $544K | Buy |
20,443
+979
| +5% | +$26.1K | 0.08% | 194 |
|
|
2021
Q1 | $510K | Buy |
+19,464
| New | +$510K | 0.07% | 238 |
|
|
2020
Q4 | – | Sell |
-8,593
| Closed | -$240K | – | 420 |
|
|
2020
Q3 | $240K | Sell |
8,593
-3,029
| -26% | -$84.6K | 0.04% | 324 |
|
|
2020
Q2 | $325K | Sell |
11,622
-56,502
| -83% | -$1.58M | 0.06% | 281 |
|
|
2020
Q1 | $1.91M | Buy |
68,124
+49,511
| +266% | +$1.39M | 0.38% | 58 |
|
|
2019
Q4 | $483K | Buy |
18,613
+8,045
| +76% | +$209K | 0.08% | 235 |
|
|
2019
Q3 | $278K | Buy |
10,568
+1,943
| +23% | +$51.1K | 0.05% | 302 |
|
|
2019
Q2 | $223K | Buy |
+8,625
| New | +$223K | 0.04% | 345 |
|