Cherrydale 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 | $890K | Sell |
38,712
-1,830
| -5% | -$42.1K | 0.31% | 31 |
|
|
2025
Q1 | $932K | Buy |
40,542
+4,250
| +12% | +$97.7K | 0.37% | 25 |
|
|
2024
Q4 | $834K | Buy |
36,292
+4,216
| +13% | +$96.9K | 0.32% | 28 |
|
|
2024
Q3 | $752K | Buy |
32,076
+1,457
| +5% | +$34.2K | 0.31% | 27 |
|
|
2024
Q2 | $691K | Sell |
30,619
-14,304
| -32% | -$323K | 0.3% | 29 |
|
|
2024
Q1 | $1.02M | Buy |
+44,923
| New | +$1.02M | 0.48% | 26 |
|