Cyndeo Wealth Partners’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 | $2.01M | Buy |
87,388
+9,403
| +12% | +$216K | 0.12% | 160 |
|
|
2025
Q1 | $1.79M | Buy |
77,985
+9,636
| +14% | +$221K | 0.12% | 169 |
|
|
2024
Q4 | $1.57M | Buy |
68,349
+4,337
| +7% | +$99.7K | 0.11% | 180 |
|
|
2024
Q3 | $1.5M | Buy |
64,012
+5,053
| +9% | +$118K | 0.1% | 180 |
|
|
2024
Q2 | $1.33M | Sell |
58,959
-7
| -0% | -$158 | 0.1% | 191 |
|
|
2024
Q1 | $1.34M | Buy |
58,966
+23,296
| +65% | +$530K | 0.11% | 181 |
|
|
2023
Q4 | $822K | Buy |
35,670
+11,562
| +48% | +$266K | 0.08% | 201 |
|
|
2023
Q3 | $531K | Sell |
24,108
-1,210
| -5% | -$26.7K | 0.06% | 220 |
|
|
2023
Q2 | $580K | Sell |
25,318
-13,705
| -35% | -$314K | 0.06% | 204 |
|
|
2023
Q1 | $912K | Sell |
39,023
-1
| -0% | -$23 | 0.1% | 176 |
|
|
2022
Q4 | $887K | Buy |
+39,024
| New | +$887K | 0.1% | 179 |
|