Creative Planning’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Sell |
372,105
-210,420
| -36% | -$4.84M | 0.01% | 563 |
|
|
2025
Q1 | $13.4M | Buy |
582,525
+256,372
| +79% | +$5.89M | 0.01% | 406 |
|
|
2024
Q4 | $7.49M | Buy |
326,153
+171,750
| +111% | +$3.95M | 0.01% | 541 |
|
|
2024
Q3 | $3.62M | Sell |
154,403
-63,855
| -29% | -$1.5M | ﹤0.01% | 774 |
|
|
2024
Q2 | $4.93M | Sell |
218,258
-69,411
| -24% | -$1.57M | 0.01% | 617 |
|
|
2024
Q1 | $6.55M | Sell |
287,669
-11,537
| -4% | -$263K | 0.01% | 528 |
|
|
2023
Q4 | $6.89M | Sell |
299,206
-19,371
| -6% | -$446K | 0.01% | 481 |
|
|
2023
Q3 | $7.02M | Buy |
318,577
+200,562
| +170% | +$4.42M | 0.01% | 443 |
|
|
2023
Q2 | $2.7M | Buy |
+118,015
| New | +$2.7M | ﹤0.01% | 702 |
|
|
2023
Q1 | – | Sell |
-15,578
| Closed | -$354K | – | 2585 |
|
|
2022
Q4 | $354K | Sell |
15,578
-4,965
| -24% | -$113K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $468K | Buy |
20,543
+7,501
| +58% | +$171K | ﹤0.01% | 1369 |
|
|
2022
Q2 | $312K | Buy |
13,042
+927
| +8% | +$22.2K | ﹤0.01% | 1578 |
|
|
2022
Q1 | $302K | Buy |
12,115
+1,163
| +11% | +$29K | ﹤0.01% | 1635 |
|
|
2021
Q4 | $292K | Sell |
10,952
-119
| -1% | -$3.17K | ﹤0.01% | 1637 |
|
|
2021
Q3 | $294K | Buy |
11,071
+1,981
| +22% | +$52.6K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $242K | Sell |
9,090
-7,896
| -46% | -$210K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $445K | Sell |
16,986
-8,521
| -33% | -$223K | ﹤0.01% | 1496 |
|
|
2020
Q4 | $695K | Buy |
+25,507
| New | +$695K | ﹤0.01% | 1121 |
|
|
2020
Q2 | – | Sell |
-8,311
| Closed | -$233K | – | 1854 |
|
|
2020
Q1 | $233K | Buy |
8,311
+175
| +2% | +$4.91K | ﹤0.01% | 1298 |
|
|
2019
Q4 | $211K | Buy |
+8,136
| New | +$211K | ﹤0.01% | 1594 |
|
|
2017
Q3 | – | Sell |
-4,760
| Closed | -$120K | – | 2572 |
|
|
2017
Q2 | $120K | Buy |
4,760
+3,969
| +502% | +$100K | ﹤0.01% | 1844 |
|
|
2017
Q1 | $20K | Sell |
791
-411
| -34% | -$10.4K | ﹤0.01% | 3097 |
|
|
2016
Q4 | $30K | Buy |
1,202
+761
| +173% | +$19K | ﹤0.01% | 2757 |
|
|
2016
Q3 | $12K | Hold |
441
| – | – | ﹤0.01% | 3340 |
|
|
2016
Q2 | $12K | Sell |
441
-519
| -54% | -$14.1K | ﹤0.01% | 3084 |
|
|
2016
Q1 | $25K | Buy |
+960
| New | +$25K | ﹤0.01% | 2582 |
|
|
2015
Q1 | – | Sell |
-403
| Closed | -$10K | – | 4127 |
|
|
2014
Q4 | $10K | Buy |
+403
| New | +$10K | ﹤0.01% | 3074 |
|