Certus Wealth Management’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 | $1.25M | Buy |
54,242
+19
| +0% | +$437 | 0.8% | 30 |
|
|
2025
Q1 | $1.23M | Buy |
54,223
+1,102
| +2% | +$24.9K | 0.83% | 28 |
|
|
2024
Q4 | $1.2M | Buy |
53,121
+2,749
| +5% | +$62.1K | 0.8% | 26 |
|
|
2024
Q3 | $1.18M | Buy |
50,372
+8,279
| +20% | +$194K | 0.82% | 27 |
|
|
2024
Q2 | $950K | Buy |
42,093
+6,049
| +17% | +$137K | 0.72% | 28 |
|
|
2024
Q1 | $805K | Sell |
36,044
-7,748
| -18% | -$173K | 0.64% | 28 |
|
|
2023
Q4 | $1.01M | Sell |
43,792
-7,989
| -15% | -$184K | 0.86% | 28 |
|
|
2023
Q3 | $1.14M | Sell |
51,781
-61,617
| -54% | -$1.36M | 1.09% | 23 |
|
|
2023
Q2 | $2.6M | Buy |
+113,398
| New | +$2.6M | 2.58% | 9 |
|