Clear Creek Financial Management’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Sell |
19,594
-1,446
| -7% | -$13.9K | 0.02% | 524 |
|
2025
Q1 | $216K | Sell |
21,040
-360
| -2% | -$3.7K | 0.02% | 477 |
|
2024
Q4 | $211K | Sell |
21,400
-31,704
| -60% | -$313K | 0.02% | 438 |
|
2024
Q3 | $627K | Buy |
53,104
+6,876
| +15% | +$81.2K | 0.07% | 228 |
|
2024
Q2 | $497K | Sell |
46,228
-245
| -0.5% | -$2.64K | 0.06% | 254 |
|
2024
Q1 | $528K | Sell |
46,473
-4,486
| -9% | -$51K | 0.07% | 239 |
|
2023
Q4 | $627K | Buy |
50,959
+2,934
| +6% | +$36.1K | 0.1% | 168 |
|
2023
Q3 | $501K | Sell |
48,025
-916
| -2% | -$9.56K | 0.09% | 164 |
|
2023
Q2 | $649K | Buy |
48,941
+15,523
| +46% | +$206K | 0.11% | 147 |
|
2023
Q1 | $459K | Sell |
33,418
-1,867
| -5% | -$25.7K | 0.09% | 169 |
|
2022
Q4 | $447K | Buy |
+35,285
| New | +$447K | 0.1% | 163 |
|
2021
Q4 | – | Sell |
-126,526
| Closed | -$2.67M | – | 369 |
|
2021
Q3 | $2.67M | Buy |
+126,526
| New | +$2.67M | 0.43% | 67 |
|