Carolinas Wealth Consulting’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 | – | Sell |
-17,042
| Closed | -$392K | – | 375 |
|
|
2025
Q1 | $392K | Buy |
17,042
+60
| +0.4% | +$1.38K | 0.08% | 118 |
|
|
2024
Q4 | $390K | Buy |
16,982
+116
| +0.7% | +$2.67K | 0.08% | 125 |
|
|
2024
Q3 | $395K | Buy |
16,866
+84
| +0.5% | +$1.97K | 0.07% | 130 |
|
|
2024
Q2 | $379K | Sell |
16,782
-208
| -1% | -$4.69K | 0.07% | 127 |
|
|
2024
Q1 | $387K | Buy |
16,990
+6,420
| +61% | +$146K | 0.08% | 117 |
|
|
2023
Q4 | $244K | Buy |
10,570
+80
| +0.8% | +$1.84K | 0.05% | 141 |
|
|
2023
Q3 | $228K | Sell |
10,490
-4,438
| -30% | -$96.4K | 0.06% | 136 |
|
|
2023
Q2 | $342K | Buy |
14,928
+111
| +0.7% | +$2.54K | 0.07% | 128 |
|
|
2023
Q1 | $346K | Buy |
14,817
+55
| +0.4% | +$1.29K | 0.07% | 126 |
|
|
2022
Q4 | $335K | Buy |
14,762
+111
| +0.8% | +$2.52K | 0.08% | 126 |
|
|
2022
Q3 | $333K | Buy |
+14,651
| New | +$333K | 0.08% | 113 |
|
|
2022
Q1 | – | Sell |
-396
| Closed | -$11K | – | 952 |
|
|
2021
Q4 | $11K | Buy |
+396
| New | +$11K | ﹤0.01% | 597 |
|