Arkadios 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 | $502K | Buy |
21,847
+2,985
| +16% | +$68.6K | 0.01% | 823 |
|
2025
Q1 | $434K | Buy |
18,862
+2,209
| +13% | +$50.8K | 0.02% | 753 |
|
2024
Q4 | $383K | Sell |
16,653
-2,868
| -15% | -$65.9K | 0.02% | 642 |
|
2024
Q3 | $458K | Buy |
19,521
+1,269
| +7% | +$29.8K | 0.03% | 570 |
|
2024
Q2 | $412K | Buy |
+18,252
| New | +$412K | 0.03% | 529 |
|
2024
Q1 | – | Sell |
-15,116
| Closed | -$348K | – | 748 |
|
2023
Q4 | $348K | Sell |
15,116
-4,095
| -21% | -$94.3K | 0.03% | 470 |
|
2023
Q3 | $423K | Buy |
+19,211
| New | +$423K | 0.04% | 384 |
|
2022
Q4 | – | Sell |
-12,516
| Closed | -$285K | – | 567 |
|
2022
Q3 | $285K | Buy |
+12,516
| New | +$285K | 0.04% | 391 |
|
2021
Q4 | – | Sell |
-3,407
| Closed | -$90K | – | 1057 |
|
2021
Q3 | $90K | Buy |
3,407
+166
| +5% | +$4.39K | 0.01% | 717 |
|
2021
Q2 | $86K | Buy |
3,241
+642
| +25% | +$17K | 0.01% | 765 |
|
2021
Q1 | $68K | Buy |
2,599
+1,464
| +129% | +$38.3K | 0.01% | 610 |
|
2020
Q4 | $30K | Buy |
1,135
+8
| +0.7% | +$211 | 0.01% | 655 |
|
2020
Q3 | $31.4K | Buy |
1,127
+281
| +33% | +$7.82K | 0.02% | 502 |
|
2020
Q2 | $23.8K | Sell |
846
-85
| -9% | -$2.39K | 0.01% | 515 |
|
2020
Q1 | $26.1K | Sell |
931
-49
| -5% | -$1.37K | 0.02% | 434 |
|
2019
Q4 | $25.9K | Buy |
+980
| New | +$25.9K | 0.02% | 419 |
|