Bartlett & Co 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 | $18.4M | Buy |
800,183
+91,880
| +13% | +$2.11M | 0.26% | 75 |
|
|
2025
Q1 | $16.3M | Buy |
708,303
+52,808
| +8% | +$1.21M | 0.24% | 78 |
|
|
2024
Q4 | $15.1M | Sell |
655,495
-100,390
| -13% | -$2.31M | 0.22% | 80 |
|
|
2024
Q3 | $17.7M | Buy |
755,885
+123,031
| +19% | +$2.89M | 0.25% | 77 |
|
|
2024
Q2 | $14.3M | Buy |
632,854
+93,555
| +17% | +$2.11M | 0.22% | 81 |
|
|
2024
Q1 | $12.3M | Buy |
539,299
+177,405
| +49% | +$4.04M | 0.19% | 90 |
|
|
2023
Q4 | $8.35M | Buy |
361,894
+360,042
| +19,441% | +$8.31M | 0.14% | 108 |
|
|
2023
Q3 | $40.8K | Hold |
1,852
| – | – | ﹤0.01% | 695 |
|
|
2023
Q2 | $42.4K | Hold |
1,852
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $43.3K | Sell |
1,852
-4,529
| -71% | -$106K | ﹤0.01% | 592 |
|
|
2022
Q4 | $145K | Buy |
6,381
+4,529
| +245% | +$103K | ﹤0.01% | 421 |
|
|
2022
Q3 | $42.2K | Sell |
1,852
-200
| -10% | -$4.55K | ﹤0.01% | 589 |
|
|
2022
Q2 | $49K | Hold |
2,052
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $51.1K | Buy |
+2,052
| New | +$51.1K | ﹤0.01% | 582 |
|
|
2021
Q4 | – | Sell |
-1,902
| Closed | -$50.5K | – | 583 |
|
|
2021
Q3 | $50.5K | Hold |
1,902
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $50.6K | Sell |
1,902
-278
| -13% | -$7.4K | ﹤0.01% | 507 |
|
|
2021
Q1 | $57.1K | Buy |
2,180
+1,746
| +402% | +$45.7K | ﹤0.01% | 510 |
|
|
2020
Q4 | $11.8K | Buy |
434
+156
| +56% | +$4.25K | ﹤0.01% | 717 |
|
|
2020
Q3 | $7.77K | Hold |
278
| – | – | ﹤0.01% | 700 |
|
|
2020
Q2 | $7.78K | Hold |
278
| – | – | ﹤0.01% | 701 |
|
|
2020
Q1 | $7.79K | Buy |
+278
| New | +$7.79K | ﹤0.01% | 687 |
|