Bull Oak Capital’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 | $3.36M | Sell |
146,187
-55,087
| -27% | -$1.27M | 1.53% | 16 |
|
|
2025
Q1 | $4.63M | Sell |
201,274
-28,161
| -12% | -$647K | 2.52% | 11 |
|
|
2024
Q4 | $5.27M | Sell |
229,435
-153,958
| -40% | -$3.54M | 2.93% | 10 |
|
|
2024
Q3 | $8.99M | Buy |
383,393
+157,301
| +70% | +$3.69M | 5.16% | 7 |
|
|
2024
Q2 | $5.1M | Sell |
226,092
-143,893
| -39% | -$3.25M | 3.29% | 11 |
|
|
2024
Q1 | $8.42M | Buy |
369,985
+45,515
| +14% | +$1.04M | 5.65% | 8 |
|
|
2023
Q4 | $7.48M | Buy |
324,470
+71,567
| +28% | +$1.65M | 1.92% | 8 |
|
|
2023
Q3 | $5.57M | Buy |
+252,903
| New | +$5.57M | 6.1% | 6 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8 |
|
|
2023
Q1 | – | Sell |
-181,720
| Closed | -$4.13M | – | 10 |
|
|
2022
Q4 | $4.13M | Sell |
181,720
-3,085
| -2% | -$70.1K | 3.49% | 8 |
|
|
2022
Q3 | $4.21M | Sell |
184,805
-14,298
| -7% | -$325K | 4.1% | 8 |
|
|
2022
Q2 | $4.76M | Buy |
199,103
+10,495
| +6% | +$251K | 4.4% | 7 |
|
|
2022
Q1 | $4.7M | Sell |
188,608
-10,829
| -5% | -$270K | 3.85% | 11 |
|
|
2021
Q4 | $5.32M | Buy |
+199,437
| New | +$5.32M | 4.82% | 9 |
|