Concord Wealth Partners’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 | $10.3K | Sell |
450
-785
| -64% | -$18K | ﹤0.01% | 536 |
|
|
2025
Q1 | $28.4K | Hold |
1,235
| – | – | ﹤0.01% | 393 |
|
|
2024
Q4 | $28.4K | Hold |
1,235
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $29K | Hold |
1,235
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $27.9K | Sell |
1,235
-628
| -34% | -$14.2K | ﹤0.01% | 382 |
|
|
2024
Q1 | $42.4K | Sell |
1,863
-1,844
| -50% | -$42K | 0.01% | 380 |
|
|
2023
Q4 | $85.4K | Sell |
3,707
-1,698
| -31% | -$39.1K | 0.02% | 290 |
|
|
2023
Q3 | $119K | Sell |
5,405
-172
| -3% | -$3.79K | 0.03% | 258 |
|
|
2023
Q2 | $128K | Buy |
5,577
+3,324
| +148% | +$76.1K | 0.03% | 245 |
|
|
2023
Q1 | $52.7K | Sell |
2,253
-3,324
| -60% | -$77.7K | 0.01% | 339 |
|
|
2022
Q4 | $127K | Buy |
+5,577
| New | +$127K | 0.04% | 215 |
|
|
2022
Q3 | – | Sell |
-7,470
| Closed | -$179K | – | 546 |
|
|
2022
Q2 | $179K | Buy |
7,470
+1,091
| +17% | +$26.1K | 0.05% | 169 |
|
|
2022
Q1 | $159K | Buy |
6,379
+2,887
| +83% | +$72K | 0.04% | 218 |
|
|
2021
Q4 | $93K | Buy |
3,492
+3,173
| +995% | +$84.5K | 0.02% | 320 |
|
|
2021
Q3 | $8K | Sell |
319
-146
| -31% | -$3.66K | ﹤0.01% | 499 |
|
|
2021
Q2 | $12K | Sell |
465
-724
| -61% | -$18.7K | ﹤0.01% | 592 |
|
|
2021
Q1 | $31K | Sell |
1,189
-31,799
| -96% | -$829K | 0.01% | 410 |
|
|
2020
Q4 | $899K | Buy |
+32,988
| New | +$899K | 0.69% | 18 |
|