Crestmont Private Wealth’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
Q1 | – | Sell |
-376,928
| Closed | -$8.66M | – | 81 |
|
|
2024
Q4 | $8.66M | Buy |
376,928
+19,890
| +6% | +$457K | 3.9% | 8 |
|
|
2024
Q3 | $8.37M | Buy |
357,038
+17,986
| +5% | +$422K | 3.66% | 9 |
|
|
2024
Q2 | $7.65M | Buy |
339,052
+206,977
| +157% | +$4.67M | 3.69% | 9 |
|
|
2024
Q1 | $3.01M | Sell |
132,075
-14,920
| -10% | -$340K | 1.49% | 11 |
|
|
2023
Q4 | $3.39M | Sell |
146,995
-9,953
| -6% | -$229K | 1.72% | 11 |
|
|
2023
Q3 | $3.46M | Sell |
156,948
-2,377
| -1% | -$52.4K | 2.12% | 9 |
|
|
2023
Q2 | $3.65M | Buy |
159,325
+12,443
| +8% | +$285K | 2.14% | 9 |
|
|
2023
Q1 | $3.43M | Buy |
146,882
+141
| +0.1% | +$3.3K | 2.24% | 10 |
|
|
2022
Q4 | $3.33M | Sell |
146,741
-393
| -0.3% | -$8.93K | 2.28% | 10 |
|
|
2022
Q3 | $3.35M | Buy |
147,134
+3,900
| +3% | +$88.8K | 2.54% | 10 |
|
|
2022
Q2 | $3.42M | Buy |
143,234
+4,958
| +4% | +$118K | 3.39% | 9 |
|
|
2022
Q1 | $3.44M | Buy |
138,276
+3,957
| +3% | +$98.6K | 3.27% | 8 |
|
|
2021
Q4 | $3.58M | Buy |
+134,319
| New | +$3.58M | 3.39% | 7 |
|