Financial Advocates Investment Management’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 | $21.7M | Buy |
945,646
+64,088
| +7% | +$1.47M | 1.77% | 7 |
|
2025
Q1 | $20.3M | Sell |
881,558
-127,678
| -13% | -$2.94M | 1.42% | 7 |
|
2024
Q4 | $23.2M | Buy |
1,009,236
+57,872
| +6% | +$1.33M | 1.32% | 9 |
|
2024
Q3 | $22.3M | Buy |
951,364
+142,002
| +18% | +$3.33M | 1.26% | 10 |
|
2024
Q2 | $18.3M | Buy |
809,362
+511,425
| +172% | +$11.5M | 1.13% | 12 |
|
2024
Q1 | $6.99M | Buy |
297,937
+289,990
| +3,649% | +$6.8M | 0.4% | 59 |
|
2023
Q4 | $366K | Sell |
7,947
-4,933
| -38% | -$227K | 0.02% | 496 |
|
2023
Q3 | $340K | Buy |
12,880
+1,942
| +18% | +$51.3K | 0.02% | 490 |
|
2023
Q2 | $288K | Buy |
10,938
+1,595
| +17% | +$41.9K | 0.02% | 533 |
|
2023
Q1 | $269K | Sell |
9,343
-3,802
| -29% | -$109K | 0.02% | 581 |
|
2022
Q4 | $355K | Sell |
13,145
-1,539
| -10% | -$41.5K | 0.03% | 513 |
|
2022
Q3 | $388K | Sell |
14,684
-82,854
| -85% | -$2.19M | 0.03% | 474 |
|
2022
Q2 | $2.33M | Sell |
97,538
-3,161
| -3% | -$75.5K | 0.19% | 134 |
|
2022
Q1 | $2.51M | Buy |
100,699
+20,592
| +26% | +$513K | 0.17% | 143 |
|
2021
Q4 | $2.14M | Sell |
80,107
-8,960
| -10% | -$239K | 0.13% | 178 |
|
2021
Q3 | $2.36M | Buy |
89,067
+65,986
| +286% | +$1.75M | 0.16% | 152 |
|
2021
Q2 | $702K | Buy |
23,081
+3,981
| +21% | +$121K | 0.05% | 385 |
|
2021
Q1 | $586K | Buy |
19,100
+414
| +2% | +$12.7K | 0.04% | 431 |
|
2020
Q4 | $521K | Sell |
18,686
-72,550
| -80% | -$2.02M | 0.04% | 439 |
|
2020
Q3 | $2.55M | Sell |
91,236
-63,587
| -41% | -$1.78M | 0.22% | 90 |
|
2020
Q2 | $4.39M | Sell |
154,823
-50,327
| -25% | -$1.43M | 0.42% | 46 |
|
2020
Q1 | $4.03M | Buy |
205,150
+51,920
| +34% | +$1.02M | 0.58% | 38 |
|
2019
Q4 | $3.98M | Buy |
153,230
+35,559
| +30% | +$922K | 0.42% | 57 |
|
2019
Q3 | $3.1M | Buy |
117,671
+8,767
| +8% | +$231K | 0.35% | 73 |
|
2019
Q2 | $2.81M | Buy |
108,904
+81,161
| +293% | +$2.09M | 0.33% | 75 |
|
2019
Q1 | $700K | Buy |
27,743
+17,935
| +183% | +$453K | 0.09% | 221 |
|
2018
Q4 | $242K | Sell |
9,808
-745
| -7% | -$18.4K | 0.03% | 377 |
|
2018
Q3 | $256K | Buy |
10,553
+712
| +7% | +$17.3K | 0.03% | 426 |
|
2018
Q2 | $242K | Buy |
+9,841
| New | +$242K | 0.03% | 421 |
|