Avidian Wealth Enterprises’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 | $239K | Buy |
10,418
+940
| +10% | +$21.6K | 0.01% | 487 |
|
|
2025
Q1 | $218K | Sell |
9,478
-40
| -0.4% | -$919 | 0.01% | 491 |
|
|
2024
Q4 | $219K | Buy |
9,518
+319
| +3% | +$7.33K | 0.01% | 469 |
|
|
2024
Q3 | $216K | Buy |
+9,199
| New | +$216K | 0.01% | 467 |
|
|
2024
Q2 | – | Sell |
-9,109
| Closed | -$207K | – | 500 |
|
|
2024
Q1 | $207K | Buy |
+9,109
| New | +$207K | 0.01% | 412 |
|
|
2023
Q4 | – | Sell |
-25,030
| Closed | -$552K | – | 422 |
|
|
2023
Q3 | $552K | Sell |
25,030
-137,060
| -85% | -$3.02M | 0.04% | 239 |
|
|
2023
Q2 | $3.71M | Buy |
162,090
+58,976
| +57% | +$1.35M | 0.24% | 79 |
|
|
2023
Q1 | $2.41M | Sell |
103,114
-199,448
| -66% | -$4.66M | 0.13% | 127 |
|
|
2022
Q4 | $6.87M | Buy |
302,562
+122,533
| +68% | +$2.78M | 0.45% | 48 |
|
|
2022
Q3 | $4.1M | Sell |
180,029
-4,704
| -3% | -$107K | 0.3% | 62 |
|
|
2022
Q2 | $4.42M | Sell |
184,733
-12,703
| -6% | -$304K | 0.31% | 66 |
|
|
2022
Q1 | $4.92M | Sell |
197,436
-28,887
| -13% | -$720K | 0.3% | 63 |
|
|
2021
Q4 | $6.04M | Buy |
226,323
+109,653
| +94% | +$2.93M | 0.38% | 50 |
|
|
2021
Q3 | $3.1M | Sell |
116,670
-47,456
| -29% | -$1.26M | 0.24% | 68 |
|
|
2021
Q2 | $4.37M | Buy |
164,126
+1,409
| +0.9% | +$37.5K | 0.34% | 51 |
|
|
2021
Q1 | $4.26M | Buy |
162,717
+12
| +0% | +$314 | 0.36% | 47 |
|
|
2020
Q4 | $4.43M | Buy |
162,705
+3,348
| +2% | +$91.2K | 0.42% | 44 |
|
|
2020
Q3 | $4.45M | Buy |
159,357
+38,384
| +32% | +$1.07M | 0.5% | 44 |
|
|
2020
Q2 | $3.39M | Buy |
120,973
+6,181
| +5% | +$173K | 0.46% | 40 |
|
|
2020
Q1 | $3.22M | Buy |
114,792
+49,013
| +75% | +$1.37M | 0.52% | 32 |
|
|
2019
Q4 | $1.71M | Buy |
65,779
+14,243
| +28% | +$369K | 0.24% | 45 |
|
|
2019
Q3 | $1.36M | Buy |
+51,536
| New | +$1.36M | 0.22% | 43 |
|