Destiny 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
$539K Hold
23,455
0.07% 116
2025
Q1
$539K Hold
23,455
0.09% 106
2024
Q4
$539K Sell
23,455
-575
-2% -$13.2K 0.09% 108
2024
Q3
$564K Hold
24,030
0.1% 98
2024
Q2
$542K Sell
24,030
-465
-2% -$10.5K 0.1% 96
2024
Q1
$558K Hold
24,495
0.1% 92
2023
Q4
$561K Sell
24,495
-1,112
-4% -$25.5K 0.11% 90
2023
Q3
$564K Hold
25,607
0.11% 90
2023
Q2
$586K Hold
25,607
0.11% 90
2023
Q1
$599K Buy
25,607
+5,949
+30% +$139K 0.12% 88
2022
Q4
$447K Buy
19,658
+6,763
+52% +$154K 0.1% 103
2022
Q3
$293K Hold
12,895
0.07% 137
2022
Q2
$308K Hold
12,895
0.07% 118
2022
Q1
$321K Sell
12,895
-375
-3% -$9.34K 0.06% 123
2021
Q4
$354K Sell
13,270
-8,473
-39% -$226K 0.07% 128
2021
Q3
$577K Sell
21,743
-135
-0.6% -$3.58K 0.12% 101
2021
Q2
$582K Buy
21,878
+135
+0.6% +$3.59K 0.11% 115
2021
Q1
$569K Sell
21,743
-66,902
-75% -$1.75M 0.12% 98
2020
Q4
$2.42M Buy
+88,645
New +$2.42M 0.5% 52