EP Wealth Advisors’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 | $133M | Buy |
5,783,492
+39,109
| +0.7% | +$899K | 0.87% | 27 |
|
|
2025
Q1 | $132M | Buy |
5,744,383
+371,241
| +7% | +$8.53M | 1.05% | 24 |
|
|
2024
Q4 | $123M | Buy |
5,373,142
+179,314
| +3% | +$4.12M | 1.01% | 24 |
|
|
2024
Q3 | $122M | Buy |
5,193,828
+189,628
| +4% | +$4.45M | 1.05% | 21 |
|
|
2024
Q2 | $113M | Buy |
5,004,200
+251,646
| +5% | +$5.68M | 1.2% | 17 |
|
|
2024
Q1 | $108M | Buy |
4,752,554
+62,837
| +1% | +$1.43M | 1.26% | 17 |
|
|
2023
Q4 | $108M | Sell |
4,689,717
-16,502
| -0.4% | -$380K | 1.38% | 14 |
|
|
2023
Q3 | $104M | Buy |
4,706,219
+4,688,092
| +25,862% | +$103M | 1.61% | 10 |
|
|
2023
Q2 | $60.8M | Sell |
18,127
-804,422
| -98% | -$2.7B | 0.88% | 22 |
|
|
2023
Q1 | $85.3M | Sell |
822,549
-1,268,508
| -61% | -$132M | 1.47% | 9 |
|
|
2022
Q4 | $47.5M | Buy |
2,091,057
+253,306
| +14% | +$5.76M | 0.86% | 31 |
|
|
2022
Q3 | $41.8M | Buy |
+1,837,751
| New | +$41.8M | 0.95% | 25 |
|