Beacon Bridge Wealth Partners’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 | $2.73M | Sell |
118,795
-27,885
| -19% | -$641K | 1.08% | 31 |
|
|
2025
Q1 | $3.37M | Buy |
146,680
+17,360
| +13% | +$399K | 1.44% | 20 |
|
|
2024
Q4 | $2.97M | Sell |
129,320
-120,036
| -48% | -$2.76M | 1.26% | 24 |
|
|
2024
Q3 | $5.85M | Sell |
249,356
-207
| -0.1% | -$4.85K | 2.51% | 12 |
|
|
2024
Q2 | $5.63M | Sell |
249,563
-97,733
| -28% | -$2.21M | 2.58% | 11 |
|
|
2024
Q1 | $7.91M | Buy |
347,296
+7,453
| +2% | +$170K | 3.73% | 7 |
|
|
2023
Q4 | $7.83M | Buy |
339,843
+45,734
| +16% | +$1.05M | 3.91% | 6 |
|
|
2023
Q3 | $6.48M | Buy |
294,109
+203,284
| +224% | +$4.48M | 3.42% | 10 |
|
|
2023
Q2 | $2.08M | Buy |
90,825
+34,662
| +62% | +$794K | 1.06% | 24 |
|
|
2023
Q1 | $1.31M | Buy |
56,163
+44,006
| +362% | +$1.03M | 0.79% | 26 |
|
|
2022
Q4 | $276K | Buy |
+12,157
| New | +$276K | 0.2% | 69 |
|