Cerity Partners’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 | $22.7M | Buy |
995,618
+520,924
| +110% | +$11.9M | 0.04% | 336 |
|
2025
Q1 | $10.9M | Sell |
474,694
-260,661
| -35% | -$5.99M | 0.02% | 463 |
|
2024
Q4 | $16.9M | Sell |
735,355
-59,055
| -7% | -$1.36M | 0.04% | 352 |
|
2024
Q3 | $18.6M | Buy |
794,410
+56,636
| +8% | +$1.33M | 0.04% | 331 |
|
2024
Q2 | $16.7M | Sell |
737,774
-406,031
| -35% | -$9.16M | 0.04% | 303 |
|
2024
Q1 | $26M | Sell |
1,143,805
-194,801
| -15% | -$4.44M | 0.07% | 253 |
|
2023
Q4 | $30.8M | Buy |
1,338,606
+364,260
| +37% | +$8.39M | 0.1% | 183 |
|
2023
Q3 | $21.5M | Sell |
974,346
-133,982
| -12% | -$2.95M | 0.1% | 177 |
|
2023
Q2 | $25.4M | Buy |
1,108,328
+1,039,125
| +1,502% | +$23.8M | 0.1% | 195 |
|
2023
Q1 | $1.62M | Buy |
69,203
+4,438
| +7% | +$104K | ﹤0.01% | 786 |
|
2022
Q4 | $1.47M | Buy |
64,765
+21,981
| +51% | +$499K | 0.01% | 593 |
|
2022
Q3 | $974K | Buy |
42,784
+6
| +0% | +$137 | 0.01% | 527 |
|
2022
Q2 | $1.02M | Sell |
42,778
-2,635
| -6% | -$63K | 0.01% | 546 |
|
2022
Q1 | $1.13M | Buy |
45,413
+279
| +0.6% | +$6.95K | 0.02% | 423 |
|
2021
Q4 | $1.2M | Buy |
45,134
+4
| +0% | +$107 | 0.02% | 407 |
|
2021
Q3 | $1.2M | Sell |
45,130
-3,733
| -8% | -$99K | 0.03% | 339 |
|
2021
Q2 | $1.3M | Buy |
48,863
+3
| +0% | +$80 | 0.03% | 327 |
|
2021
Q1 | $1.28M | Buy |
48,860
+2
| +0% | +$52 | 0.03% | 311 |
|
2020
Q4 | $1.33M | Buy |
+48,858
| New | +$1.33M | 0.04% | 265 |
|