Coppell Advisory Solutions’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 | $477K | Buy |
+20,846
| New | +$477K | 0.06% | 250 |
|
2025
Q1 | – | Sell |
-21,156
| Closed | -$475K | – | 945 |
|
2024
Q4 | $475K | Sell |
21,156
-6,268
| -23% | -$141K | 0.07% | 176 |
|
2024
Q3 | $645K | Sell |
27,424
-655
| -2% | -$15.4K | 0.09% | 151 |
|
2024
Q2 | $634K | Buy |
+28,079
| New | +$634K | 0.1% | 141 |
|
2023
Q4 | $795K | Sell |
34,524
-24,195
| -41% | -$557K | 0.16% | 126 |
|
2023
Q3 | $1.33M | Buy |
58,719
+25,531
| +77% | +$580K | 0.46% | 55 |
|
2023
Q2 | $759K | Buy |
33,188
+23,748
| +252% | +$543K | 0.21% | 101 |
|
2023
Q1 | $219K | Sell |
9,440
-49,279
| -84% | -$1.15M | 0.07% | 183 |
|
2022
Q4 | $1.33M | Buy |
+58,719
| New | +$1.33M | 0.45% | 57 |
|