Clifford Group’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
$824K Buy
35,863
+1,130
+3% +$26K 0.68% 21
2025
Q1
$798K Sell
34,733
-177
-0.5% -$4.07K 0.75% 20
2024
Q4
$802K Buy
34,910
+2,924
+9% +$67.2K 0.61% 25
2024
Q3
$750K Buy
31,986
+865
+3% +$20.3K 0.58% 28
2024
Q2
$702K Buy
31,121
+1,332
+4% +$30.1K 0.57% 27
2024
Q1
$678K Buy
29,789
+3,098
+12% +$70.5K 0.56% 30
2023
Q4
$615K Sell
26,691
-17,696
-40% -$408K 0.57% 31
2023
Q3
$978K Sell
44,387
-26,851
-38% -$592K 1.06% 19
2023
Q2
$1.63M Sell
71,238
-503
-0.7% -$11.5K 1.75% 12
2023
Q1
$1.68M Sell
71,741
-15,555
-18% -$364K 2.03% 10
2022
Q4
$1.98M Buy
+87,296
New +$1.98M 2.48% 7