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