Ascent Wealth Partners’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 | $1.48M | Buy |
64,274
+305
| +0.5% | +$7.01K | 0.18% | 106 |
|
|
2025
Q1 | $1.47M | Buy |
63,969
+6
| +0% | +$138 | 0.2% | 102 |
|
|
2024
Q4 | $1.47M | Buy |
63,963
+4,768
| +8% | +$110K | 0.2% | 95 |
|
|
2024
Q3 | $1.39M | Sell |
59,195
-2,507
| -4% | -$58.8K | 0.19% | 95 |
|
|
2024
Q2 | $1.39M | Sell |
61,702
-804
| -1% | -$18.1K | 0.2% | 95 |
|
|
2024
Q1 | $1.42M | Buy |
62,506
+48,903
| +360% | +$1.11M | 0.21% | 91 |
|
|
2023
Q4 | $313K | Sell |
13,603
-139
| -1% | -$3.2K | 0.05% | 144 |
|
|
2023
Q3 | $303K | Sell |
13,742
-261
| -2% | -$5.75K | 0.06% | 141 |
|
|
2023
Q2 | $321K | Buy |
14,003
+510
| +4% | +$11.7K | 0.06% | 138 |
|
|
2023
Q1 | $315K | Sell |
13,493
-277
| -2% | -$6.48K | 0.06% | 133 |
|
|
2022
Q4 | $313K | Sell |
13,770
-209
| -1% | -$4.75K | 0.07% | 130 |
|
|
2022
Q3 | $318K | Buy |
+13,979
| New | +$318K | 0.08% | 119 |
|