Baker Tilly 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 | $664K | Sell |
28,904
-8,330
| -22% | -$191K | 0.24% | 97 |
|
|
2025
Q1 | $856K | Sell |
37,234
-1,611
| -4% | -$37K | 0.34% | 74 |
|
|
2024
Q4 | $893K | Buy |
38,845
+420
| +1% | +$9.65K | 0.35% | 64 |
|
|
2024
Q3 | $901K | Sell |
38,425
-384
| -1% | -$9.01K | 0.4% | 60 |
|
|
2024
Q2 | $876K | Sell |
38,809
-1,908
| -5% | -$43.1K | 0.36% | 64 |
|
|
2024
Q1 | $927K | Sell |
40,717
-46,893
| -54% | -$1.07M | 0.17% | 133 |
|
|
2023
Q4 | $2.02M | Buy |
87,610
+25,902
| +42% | +$597K | 0.33% | 67 |
|
|
2023
Q3 | $1.36M | Sell |
61,708
-15,523
| -20% | -$342K | 0.22% | 95 |
|
|
2023
Q2 | $1.77M | Sell |
77,231
-19,774
| -20% | -$453K | 0.19% | 120 |
|
|
2023
Q1 | $2.27M | Sell |
97,005
-8,866
| -8% | -$207K | 0.26% | 88 |
|
|
2022
Q4 | $2.41M | Sell |
105,871
-21,052
| -17% | -$478K | 0.3% | 79 |
|
|
2022
Q3 | $2.89M | Sell |
126,923
-28,341
| -18% | -$645K | 0.39% | 57 |
|
|
2022
Q2 | $3.71M | Sell |
155,264
-77,799
| -33% | -$1.86M | 0.49% | 48 |
|
|
2022
Q1 | $5.81M | Buy |
233,063
+96,082
| +70% | +$2.39M | 0.64% | 30 |
|
|
2021
Q4 | $3.66M | Buy |
136,981
+66,450
| +94% | +$1.77M | 0.39% | 49 |
|
|
2021
Q3 | $1.87M | Sell |
70,531
-13,509
| -16% | -$358K | 0.25% | 78 |
|
|
2021
Q2 | $2.24M | Buy |
84,040
+25,663
| +44% | +$682K | 0.36% | 57 |
|
|
2021
Q1 | $1.53M | Sell |
58,377
-14,897
| -20% | -$390K | 0.31% | 79 |
|
|
2020
Q4 | $2M | Buy |
+73,274
| New | +$2M | 0.62% | 41 |
|