CFA
Cahill Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
19,771
+6
| +0% | +$138 | 0.06% | 183 |
|
|
2025
Q1 | $454K | Sell |
19,765
-232
| -1% | -$5.33K | 0.06% | 174 |
|
|
2024
Q4 | $460K | Sell |
19,997
-5,228
| -21% | -$120K | 0.06% | 170 |
|
|
2024
Q3 | $592K | Sell |
25,225
-117,233
| -82% | -$2.75M | 0.08% | 151 |
|
|
2024
Q2 | $3.22M | Sell |
142,458
-42,541
| -23% | -$960K | 0.44% | 44 |
|
|
2024
Q1 | $4.21M | Sell |
184,999
-22,499
| -11% | -$512K | 0.57% | 34 |
|
|
2023
Q4 | $4.78M | Sell |
207,498
-19,482
| -9% | -$449K | 0.71% | 31 |
|
|
2023
Q3 | $5M | Sell |
226,980
-207,609
| -48% | -$4.58M | 0.83% | 25 |
|
|
2023
Q2 | $9.95M | Buy |
434,589
+113,048
| +35% | +$2.59M | 1.61% | 17 |
|
|
2023
Q1 | $7.52M | Buy |
321,541
+648
| +0.2% | +$15.2K | 1.33% | 23 |
|
|
2022
Q4 | $7.29M | Buy |
320,893
+210,726
| +191% | +$4.79M | 1.4% | 21 |
|
|
2022
Q3 | $2.51M | Buy |
110,167
+11,236
| +11% | +$256K | 0.53% | 48 |
|
|
2022
Q2 | $2.36M | Sell |
98,931
-4,233
| -4% | -$101K | 0.5% | 50 |
|
|
2022
Q1 | $2.57M | Buy |
103,164
+89,546
| +658% | +$2.23M | 0.48% | 53 |
|
|
2021
Q4 | $363K | Sell |
13,618
-3,831
| -22% | -$102K | 0.07% | 178 |
|
|
2021
Q3 | $463K | Sell |
17,449
-7,656
| -30% | -$203K | 0.09% | 157 |
|
|
2021
Q2 | $668K | Buy |
25,105
+8,703
| +53% | +$232K | 0.15% | 124 |
|
|
2021
Q1 | $430K | Buy |
+16,402
| New | +$430K | 0.11% | 146 |
|