Cornerstone Planning 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 | $45.1K | Sell |
1,964
-315
| -14% | -$7.23K | 0.01% | 255 |
|
|
2025
Q1 | $51.9K | Sell |
2,279
-102
| -4% | -$2.32K | 0.01% | 232 |
|
|
2024
Q4 | $53.8K | Sell |
2,381
-197
| -8% | -$4.45K | 0.01% | 178 |
|
|
2024
Q3 | $58.9K | Sell |
2,578
-2,177
| -46% | -$49.7K | 0.02% | 172 |
|
|
2024
Q2 | $111K | Sell |
4,755
-4,042
| -46% | -$94.4K | 0.03% | 124 |
|
|
2024
Q1 | $196K | Sell |
8,797
-1,753
| -17% | -$39.1K | 0.06% | 75 |
|
|
2023
Q4 | $243K | Sell |
10,550
-16,504
| -61% | -$380K | 0.08% | 74 |
|
|
2023
Q3 | $596K | Sell |
27,054
-13,254
| -33% | -$292K | 0.23% | 38 |
|
|
2023
Q2 | $923K | Buy |
+40,308
| New | +$923K | 0.36% | 30 |
|
|
2022
Q4 | $1.18M | Buy |
+50,287
| New | +$1.18M | 0.49% | 39 |
|