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