Dynamic Advisor Solutions’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 | $4.33M | Buy |
188,531
+861
| +0.5% | +$19.8K | 0.13% | 181 |
|
2025
Q1 | $4.31M | Buy |
187,670
+13,426
| +8% | +$309K | 0.14% | 173 |
|
2024
Q4 | $4M | Sell |
174,244
-2,007
| -1% | -$46.1K | 0.17% | 137 |
|
2024
Q3 | $4.13M | Buy |
176,251
+3,876
| +2% | +$90.9K | 0.12% | 195 |
|
2024
Q2 | $3.89M | Buy |
172,375
+5,592
| +3% | +$126K | 0.12% | 199 |
|
2024
Q1 | $3.8M | Buy |
166,783
+14,635
| +10% | +$333K | 0.13% | 198 |
|
2023
Q4 | $3.47M | Buy |
+152,148
| New | +$3.47M | 0.13% | 202 |
|
2022
Q2 | – | Sell |
-44,539
| Closed | -$1.11M | – | 722 |
|
2022
Q1 | $1.11M | Buy |
44,539
+29,559
| +197% | +$736K | 0.08% | 246 |
|
2021
Q4 | $400K | Sell |
14,980
-46,910
| -76% | -$1.25M | 0.03% | 489 |
|
2021
Q3 | $1.64M | Buy |
61,890
+39,016
| +171% | +$1.04M | 0.12% | 198 |
|
2021
Q2 | $608K | Sell |
22,874
-973
| -4% | -$25.9K | 0.05% | 382 |
|
2021
Q1 | $625K | Buy |
23,847
+2,346
| +11% | +$61.5K | 0.06% | 330 |
|
2020
Q4 | $586K | Sell |
21,501
-3,135
| -13% | -$85.4K | 0.05% | 335 |
|
2020
Q3 | $689K | Sell |
24,636
-9,199
| -27% | -$257K | 0.08% | 261 |
|
2020
Q2 | $947K | Sell |
33,835
-2,936
| -8% | -$82.2K | 0.13% | 191 |
|
2020
Q1 | $1.03M | Sell |
36,771
-9,354
| -20% | -$262K | 0.19% | 151 |
|
2019
Q4 | $1.2M | Buy |
+46,125
| New | +$1.2M | 0.16% | 160 |
|
2019
Q2 | – | Sell |
-9,238
| Closed | -$233K | – | 511 |
|
2019
Q1 | $233K | Buy |
+9,238
| New | +$233K | 0.04% | 347 |
|