Concurrent Investment Advisors’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 | $1.24M | Sell |
53,824
-4,946
| -8% | -$114K | 0.02% | 541 |
|
|
2025
Q1 | $1.35M | Sell |
58,770
-2,539
| -4% | -$58.4K | 0.03% | 458 |
|
|
2024
Q4 | $1.41M | Buy |
61,309
+1,084
| +2% | +$24.9K | 0.04% | 406 |
|
|
2024
Q3 | $1.41M | Buy |
60,225
+78
| +0.1% | +$1.83K | 0.04% | 386 |
|
|
2024
Q2 | $1.36M | Sell |
60,147
-2,122
| -3% | -$47.9K | 0.04% | 362 |
|
|
2024
Q1 | $1.42M | Sell |
62,269
-3,905
| -6% | -$88.9K | 0.06% | 305 |
|
|
2023
Q4 | $1.52M | Buy |
+66,174
| New | +$1.52M | 0.07% | 268 |
|