Copperleaf Capital’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 | $934K | Buy |
40,654
+1,186
| +3% | +$27.3K | 0.47% | 58 |
|
|
2025
Q1 | $907K | Sell |
39,468
-2,098
| -5% | -$48.2K | 0.54% | 55 |
|
|
2024
Q4 | $955K | Sell |
41,566
-1,508
| -4% | -$34.7K | 0.61% | 48 |
|
|
2024
Q3 | $1.01M | Sell |
43,074
-26
| -0.1% | -$610 | 0.77% | 35 |
|
|
2024
Q2 | $973K | Buy |
43,100
+8,153
| +23% | +$184K | 0.78% | 37 |
|
|
2024
Q1 | $796K | Sell |
34,947
-4,360
| -11% | -$99.3K | 0.69% | 45 |
|
|
2023
Q4 | $906K | Sell |
39,307
-26,056
| -40% | -$600K | 0.92% | 36 |
|
|
2023
Q3 | $1.44M | Sell |
65,363
-114,811
| -64% | -$2.53M | 1.56% | 20 |
|
|
2023
Q2 | $4.13M | Buy |
180,174
+71,709
| +66% | +$1.64M | 3.87% | 5 |
|
|
2023
Q1 | $2.54M | Sell |
108,465
-133,088
| -55% | -$3.11M | 2.52% | 10 |
|
|
2022
Q4 | $5.49M | Sell |
241,553
-114,999
| -32% | -$2.61M | 6.32% | 4 |
|
|
2022
Q3 | $8.12M | Buy |
356,552
+48,272
| +16% | +$1.1M | 8.78% | 2 |
|
|
2022
Q2 | $7.37M | Sell |
308,280
-21,676
| -7% | -$518K | 7.46% | 1 |
|
|
2022
Q1 | $8.22M | Sell |
329,956
-2,621
| -0.8% | -$65.3K | 7.29% | 1 |
|
|
2021
Q4 | $8.87M | Buy |
332,577
+72,500
| +28% | +$1.93M | 7.67% | 1 |
|
|
2021
Q3 | $6.9M | Sell |
260,077
-42,548
| -14% | -$1.13M | 6.64% | 2 |
|
|
2021
Q2 | $8.05M | Buy |
302,625
+1,168
| +0.4% | +$31.1K | 7.88% | 1 |
|
|
2021
Q1 | $7.9M | Sell |
301,457
-174,629
| -37% | -$4.57M | 8.43% | 1 |
|
|
2020
Q4 | $13M | Buy |
476,086
+74,214
| +18% | +$2.02M | 11.08% | 1 |
|
|
2020
Q3 | $11.2M | Buy |
401,872
+23,585
| +6% | +$659K | 10.81% | 1 |
|
|
2020
Q2 | $10.6M | Buy |
378,287
+28,205
| +8% | +$789K | 10.98% | 1 |
|
|
2020
Q1 | $9.81M | Sell |
350,082
-14,081
| -4% | -$394K | 11.78% | 1 |
|
|
2019
Q4 | $9.45M | Buy |
+364,163
| New | +$9.45M | 9.58% | 1 |
|