Caldwell Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $97.8K | Hold |
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|
2025
Q2 | $97.2K | Hold |
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|
2025
Q1 | $97.2K | Sell |
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|
2024
Q4 | $182K | Hold |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $93.2K | Hold |
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|
2023
Q2 | $96.8K | Hold |
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|
2023
Q1 | $98.9K | Hold |
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|
2022
Q4 | $96.1K | Hold |
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|
2022
Q3 | $96.3K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $118K | Hold |
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|
2019
Q4 | $110K | Buy |
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