C1AG
Client 1st Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Sell |
43,152
-9,099
| -17% | -$209K | 0.36% | 40 |
|
|
2025
Q1 | $1.2M | Sell |
52,251
-1,795
| -3% | -$41.3K | 0.47% | 33 |
|
|
2024
Q4 | $1.24M | Sell |
54,046
-20,107
| -27% | -$462K | 0.48% | 28 |
|
|
2024
Q3 | $1.74M | Sell |
74,153
-30,318
| -29% | -$711K | 0.69% | 22 |
|
|
2024
Q2 | $2.36M | Sell |
104,471
-28,817
| -22% | -$650K | 1.02% | 17 |
|
|
2024
Q1 | $3.03M | Sell |
133,288
-32,976
| -20% | -$751K | 1.36% | 15 |
|
|
2023
Q4 | $3.83M | Sell |
166,264
-81,032
| -33% | -$1.87M | 1.86% | 12 |
|
|
2023
Q3 | $5.45M | Sell |
247,296
-123,356
| -33% | -$2.72M | 2.88% | 11 |
|
|
2023
Q2 | $8.49M | Sell |
370,652
-55,019
| -13% | -$1.26M | 4.47% | 6 |
|
|
2023
Q1 | $9.95M | Sell |
425,671
-82,013
| -16% | -$1.92M | 5.4% | 4 |
|
|
2022
Q4 | $11.5M | Sell |
507,684
-100,175
| -16% | -$2.28M | 6.74% | 3 |
|
|
2022
Q3 | $13.8M | Sell |
607,859
-2,535
| -0.4% | -$57.7K | 8.6% | 3 |
|
|
2022
Q2 | $14.6M | Sell |
610,394
-100,789
| -14% | -$2.41M | 8.68% | 3 |
|
|
2022
Q1 | $17.7M | Buy |
711,183
+5,374
| +0.8% | +$134K | 8.66% | 3 |
|
|
2021
Q4 | $18.8M | Sell |
705,809
-76,344
| -10% | -$2.04M | 9.19% | 3 |
|
|
2021
Q3 | $20.8M | Sell |
782,153
-48,312
| -6% | -$1.28M | 10.59% | 2 |
|
|
2021
Q2 | $22.1M | Buy |
830,465
+119,277
| +17% | +$3.17M | 11.46% | 2 |
|
|
2021
Q1 | $18.6M | Buy |
711,188
+102,566
| +17% | +$2.69M | 10.66% | 2 |
|
|
2020
Q4 | $16.5M | Buy |
608,622
+30,721
| +5% | +$832K | 10.71% | 2 |
|
|
2020
Q3 | $15.9M | Buy |
577,901
+101,487
| +21% | +$2.79M | 11.13% | 2 |
|
|
2020
Q2 | $13.4M | Sell |
476,414
-59,700
| -11% | -$1.68M | 11.11% | 2 |
|
|
2020
Q1 | $15M | Buy |
536,114
+92,346
| +21% | +$2.59M | 15.84% | 1 |
|
|
2019
Q4 | $11.5M | Buy |
+443,768
| New | +$11.5M | 11.34% | 2 |
|