Capital Planning Advisors’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 | $19.8M | Sell |
863,045
-64,573
| -7% | -$1.48M | 2.91% | 10 |
|
|
2025
Q1 | $21.3M | Sell |
927,618
-78,745
| -8% | -$1.81M | 3.29% | 9 |
|
|
2024
Q4 | $23.1M | Sell |
1,006,363
-246,487
| -20% | -$5.66M | 3.57% | 7 |
|
|
2024
Q3 | $29.4M | Sell |
1,252,850
-396,474
| -24% | -$9.3M | 4.44% | 5 |
|
|
2024
Q2 | $37.2M | Buy |
1,649,324
+56,191
| +4% | +$1.27M | 6.37% | 1 |
|
|
2024
Q1 | $36.3M | Buy |
1,593,133
+102,870
| +7% | +$2.34M | 6.37% | 2 |
|
|
2023
Q4 | $34.3M | Buy |
+1,490,263
| New | +$34.3M | 6.49% | 2 |
|