Axxcess Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,866
| Closed | -$273K | – | 884 |
|
|
2024
Q4 | $273K | Buy |
11,866
+258
| +2% | +$5.93K | 0.01% | 697 |
|
|
2024
Q3 | $272K | Sell |
11,608
-3,405
| -23% | -$79.9K | 0.01% | 721 |
|
|
2024
Q2 | $339K | Sell |
15,013
-18,059
| -55% | -$408K | 0.01% | 618 |
|
|
2024
Q1 | $753K | Sell |
33,072
-1,398
| -4% | -$31.8K | 0.02% | 438 |
|
|
2023
Q4 | $794K | Buy |
34,470
+7,934
| +30% | +$183K | 0.02% | 403 |
|
|
2023
Q3 | $585K | Buy |
+26,536
| New | +$585K | 0.02% | 436 |
|
|
2022
Q2 | – | Sell |
-11,737
| Closed | -$292K | – | 584 |
|
|
2022
Q1 | $292K | Sell |
11,737
-20,271
| -63% | -$504K | 0.02% | 475 |
|
|
2021
Q4 | $854K | Buy |
+32,008
| New | +$854K | 0.06% | 241 |
|