Avantax Advisory Services’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 | $5.46M | Sell |
237,437
-8,390
| -3% | -$193K | 0.03% | 424 |
|
|
2025
Q1 | $5.65M | Buy |
245,827
+4,828
| +2% | +$111K | 0.03% | 385 |
|
|
2024
Q4 | $5.54M | Sell |
240,999
-21,972
| -8% | -$505K | 0.03% | 371 |
|
|
2024
Q3 | $6.17M | Buy |
262,971
+43,013
| +20% | +$1.01M | 0.04% | 335 |
|
|
2024
Q2 | $4.96M | Sell |
219,958
-114
| -0.1% | -$2.57K | 0.04% | 373 |
|
|
2024
Q1 | $5.01M | Sell |
220,072
-6,223
| -3% | -$142K | 0.04% | 304 |
|
|
2023
Q4 | $5.21M | Sell |
226,295
-62,295
| -22% | -$1.44M | 0.05% | 276 |
|
|
2023
Q3 | $6.36M | Sell |
288,590
-262,513
| -48% | -$5.79M | 0.07% | 209 |
|
|
2023
Q2 | $12.6M | Buy |
551,103
+71,448
| +15% | +$1.64M | 0.14% | 116 |
|
|
2023
Q1 | $11.2M | Buy |
479,655
+238,227
| +99% | +$5.57M | 0.14% | 124 |
|
|
2022
Q4 | $5.49M | Sell |
241,428
-297,813
| -55% | -$6.77M | 0.07% | 204 |
|
|
2022
Q3 | $12.3M | Buy |
539,241
+106,208
| +25% | +$2.42M | 0.19% | 87 |
|
|
2022
Q2 | $10.3M | Buy |
433,033
+65,934
| +18% | +$1.58M | 0.16% | 99 |
|
|
2022
Q1 | $9.14M | Buy |
367,099
+50,920
| +16% | +$1.27M | 0.13% | 120 |
|
|
2021
Q4 | $8.44M | Buy |
316,179
+52,281
| +20% | +$1.39M | 0.13% | 127 |
|
|
2021
Q3 | $6.99M | Buy |
263,898
+18,427
| +8% | +$488K | 0.12% | 131 |
|
|
2021
Q2 | $6.52M | Buy |
245,471
+48,706
| +25% | +$1.29M | 0.12% | 139 |
|
|
2021
Q1 | $5.15M | Sell |
196,765
-733
| -0.4% | -$19.2K | 0.11% | 149 |
|
|
2020
Q4 | $5.39M | Buy |
197,498
+11,641
| +6% | +$318K | 0.13% | 124 |
|
|
2020
Q3 | $5.2M | Buy |
185,857
+117,807
| +173% | +$3.29M | 0.08% | 206 |
|
|
2020
Q2 | $1.91M | Buy |
68,050
+23,998
| +54% | +$673K | 0.06% | 222 |
|
|
2020
Q1 | $1.24M | Buy |
44,052
+9,168
| +26% | +$258K | 0.04% | 264 |
|
|
2019
Q4 | $905K | Buy |
34,884
+13,833
| +66% | +$359K | 0.02% | 355 |
|
|
2019
Q3 | $556K | Buy |
21,051
+8,406
| +66% | +$222K | 0.02% | 309 |
|
|
2019
Q2 | $326K | Buy |
12,645
+2,456
| +24% | +$63.3K | 0.01% | 383 |
|
|
2019
Q1 | $257K | Buy |
+10,189
| New | +$257K | 0.01% | 393 |
|