Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.34M | Buy |
59,443
+2,076
| +4% | +$46.9K | 0.01% | 290 |
|
|
2024
Q1 | $1.31M | Buy |
57,367
+4,445
| +8% | +$101K | 0.01% | 291 |
|
|
2023
Q4 | $1.22M | Buy |
52,922
+1,857
| +4% | +$42.8K | 0.01% | 296 |
|
|
2023
Q3 | $1.13M | Sell |
51,065
-17,446
| -25% | -$385K | 0.02% | 280 |
|
|
2023
Q2 | $1.57M | Buy |
68,511
+2,246
| +3% | +$51.4K | 0.02% | 243 |
|
|
2023
Q1 | $1.51M | Hold |
66,265
| – | – | 0.03% | 217 |
|
|
2022
Q4 | $1.51M | Sell |
66,265
-1,359
| -2% | -$30.9K | 0.03% | 218 |
|
|
2022
Q3 | $1.54M | Sell |
67,624
-445
| -0.7% | -$10.1K | 0.03% | 201 |
|
|
2022
Q2 | $1.63M | Sell |
68,069
-3,565
| -5% | -$85.2K | 0.03% | 196 |
|
|
2022
Q1 | $1.78M | Sell |
71,634
-2,958
| -4% | -$73.7K | 0.04% | 192 |
|
|
2021
Q4 | $1.99M | Buy |
74,592
+472
| +0.6% | +$12.6K | 0.04% | 180 |
|
|
2021
Q3 | $1.97M | Buy |
74,120
+934
| +1% | +$24.8K | 0.04% | 175 |
|
|
2021
Q2 | $1.95M | Sell |
73,186
-10,407
| -12% | -$277K | 0.05% | 176 |
|
|
2021
Q1 | $2.19M | Sell |
83,593
-1,235
| -1% | -$32.3K | 0.11% | 144 |
|
|
2020
Q4 | $2.31M | Buy |
84,828
+606
| +0.7% | +$16.5K | 0.12% | 136 |
|
|
2020
Q3 | $2.35M | Buy |
84,222
+15,392
| +22% | +$430K | 0.18% | 98 |
|
|
2020
Q2 | $1.93M | Buy |
68,830
+201
| +0.3% | +$5.63K | 0.18% | 96 |
|
|
2020
Q1 | $1.92M | Sell |
68,629
-16,203
| -19% | -$454K | 0.19% | 96 |
|
|
2019
Q4 | $2.2M | Sell |
84,832
-1,367
| -2% | -$35.5K | 0.21% | 91 |
|
|
2019
Q3 | $2.27M | Sell |
86,199
-6,913
| -7% | -$182K | 0.25% | 82 |
|
|
2019
Q2 | $2.4M | Sell |
93,112
-1,760
| -2% | -$45.4K | 0.26% | 77 |
|
|
2019
Q1 | $2.4M | Buy |
94,872
+4,456
| +5% | +$112K | 0.3% | 73 |
|
|
2018
Q4 | $2.23M | Buy |
90,416
+6,153
| +7% | +$152K | 0.34% | 62 |
|
|
2018
Q3 | $2.05M | Sell |
84,263
-4,531
| -5% | -$110K | 0.31% | 65 |
|
|
2018
Q2 | $2.19M | Buy |
88,794
+14,503
| +20% | +$357K | 0.35% | 58 |
|
|
2018
Q1 | $1.83M | Buy |
74,291
+62,658
| +539% | +$1.55M | 0.36% | 58 |
|
|
2017
Q4 | $292K | Buy |
+11,633
| New | +$292K | 0.06% | 241 |
|