Avondale Wealth Management’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 | $1.55M | Buy |
67,463
+6,717
| +11% | +$154K | 0.87% | 21 |
|
|
2025
Q1 | $1.4M | Sell |
60,746
-1,018
| -2% | -$23.4K | 0.88% | 18 |
|
|
2024
Q4 | $1.42M | Sell |
61,764
-6,588
| -10% | -$151K | 0.91% | 18 |
|
|
2024
Q3 | $1.6M | Sell |
68,352
-9,273
| -12% | -$217K | 1.04% | 16 |
|
|
2024
Q2 | $1.75M | Sell |
77,625
-6,050
| -7% | -$137K | 1.2% | 15 |
|
|
2024
Q1 | $1.91M | Buy |
83,675
+4,001
| +5% | +$91.1K | 1.34% | 15 |
|
|
2023
Q4 | $1.84M | Sell |
79,674
-11,996
| -13% | -$276K | 1.48% | 12 |
|
|
2023
Q3 | $2.02M | Buy |
91,670
+2,302
| +3% | +$50.7K | 1.77% | 12 |
|
|
2023
Q2 | $2.05M | Sell |
89,368
-541
| -0.6% | -$12.4K | 1.72% | 13 |
|
|
2023
Q1 | $2.1M | Buy |
89,909
+87,435
| +3,534% | +$2.04M | 1.81% | 12 |
|
|
2022
Q4 | $56.2K | Sell |
2,474
-273,801
| -99% | -$6.22M | 0.05% | 74 |
|
|
2022
Q3 | $6.29M | Sell |
276,275
-8,201
| -3% | -$187K | 6.86% | 6 |
|
|
2022
Q2 | $6.8M | Buy |
284,476
+9,402
| +3% | +$225K | 7.89% | 5 |
|
|
2022
Q1 | $6.85M | Sell |
275,074
-29,517
| -10% | -$735K | 8.05% | 5 |
|
|
2021
Q4 | $8.13M | Buy |
304,591
+16,463
| +6% | +$439K | 8.23% | 6 |
|
|
2021
Q3 | $7.64M | Buy |
288,128
+4,546
| +2% | +$121K | 7.46% | 5 |
|
|
2021
Q2 | $7.54M | Sell |
283,582
-1,536
| -0.5% | -$40.9K | 7.05% | 6 |
|
|
2021
Q1 | $7.47M | Buy |
285,118
+3,735
| +1% | +$97.8K | 7.35% | 6 |
|
|
2020
Q4 | $7.67M | Buy |
281,383
+29,705
| +12% | +$809K | 8.89% | 5 |
|
|
2020
Q3 | $7.03M | Buy |
251,678
+16,608
| +7% | +$464K | 10.64% | 3 |
|
|
2020
Q2 | $6.58M | Sell |
235,070
-18,819
| -7% | -$527K | 9.35% | 4 |
|
|
2020
Q1 | $7.11M | Sell |
253,889
-20,694
| -8% | -$580K | 11.23% | 3 |
|
|
2019
Q4 | $7.12M | Buy |
274,583
+3,740
| +1% | +$97K | 10.45% | 3 |
|
|
2019
Q3 | $7.13M | Sell |
270,843
-290,292
| -52% | -$7.64M | 11.76% | 3 |
|
|
2019
Q2 | $14.5M | Buy |
561,135
+191,775
| +52% | +$4.95M | 10.65% | 3 |
|
|
2019
Q1 | $9.32M | Buy |
369,360
+28,616
| +8% | +$722K | 7.17% | 6 |
|
|
2018
Q4 | $8.4M | Buy |
+340,744
| New | +$8.4M | 6.97% | 6 |
|