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