First Heartland Consultants’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 | $696K | Sell |
30,293
-118
| -0.4% | -$2.71K | 0.06% | 213 |
|
|
2025
Q1 | $699K | Buy |
30,411
+1,587
| +6% | +$36.5K | 0.07% | 189 |
|
|
2024
Q4 | $662K | Buy |
28,824
+1,296
| +5% | +$29.8K | 0.07% | 196 |
|
|
2024
Q3 | $646K | Buy |
27,528
+2,210
| +9% | +$51.9K | 0.07% | 196 |
|
|
2024
Q2 | $571 | Sell |
25,318
-25
| -0.1% | -$1 | 0.04% | 243 |
|
|
2024
Q1 | $577K | Buy |
25,343
+3,337
| +15% | +$76K | 0.06% | 228 |
|
|
2023
Q4 | $507K | Sell |
22,006
-5,208
| -19% | -$120K | 0.06% | 210 |
|
|
2023
Q3 | $600K | Sell |
27,214
-24,307
| -47% | -$536K | 0.08% | 190 |
|
|
2023
Q2 | $1.18M | Buy |
51,521
+2,762
| +6% | +$63.3K | 0.15% | 127 |
|
|
2023
Q1 | $1.14M | Buy |
48,759
+3,280
| +7% | +$76.7K | 0.17% | 122 |
|
|
2022
Q4 | $1.03M | Sell |
45,479
-29,133
| -39% | -$662K | 0.17% | 126 |
|
|
2022
Q3 | $1.7K | Buy |
74,612
+12,060
| +19% | +$274 | 0.15% | 92 |
|
|
2022
Q2 | $1.5M | Buy |
62,552
+50,952
| +439% | +$1.22M | 0.23% | 93 |
|
|
2022
Q1 | $288K | Sell |
11,600
-40,576
| -78% | -$1.01M | 0.04% | 268 |
|
|
2021
Q4 | $1.39K | Buy |
52,176
+337
| +0.7% | +$9 | 0.05% | 92 |
|
|
2021
Q3 | $1.38M | Sell |
51,839
-7,921
| -13% | -$210K | 0.21% | 103 |
|
|
2021
Q2 | $1.59M | Buy |
59,760
+6,874
| +13% | +$183K | 0.24% | 99 |
|
|
2021
Q1 | $1.39M | Buy |
52,886
+11,741
| +29% | +$307K | 0.22% | 106 |
|
|
2020
Q4 | $1.12M | Buy |
41,145
+857
| +2% | +$23.3K | 0.19% | 98 |
|
|
2020
Q3 | $1.13M | Sell |
40,288
-941
| -2% | -$26.3K | 0.21% | 88 |
|
|
2020
Q2 | $1.15M | Sell |
41,229
-5,524
| -12% | -$155K | 0.23% | 93 |
|
|
2020
Q1 | $1.31M | Buy |
46,753
+13,741
| +42% | +$385K | 0.34% | 71 |
|
|
2019
Q4 | $856K | Buy |
33,012
+12,430
| +60% | +$322K | 0.17% | 127 |
|
|
2019
Q3 | $542K | Buy |
20,582
+6,210
| +43% | +$164K | 0.12% | 150 |
|
|
2019
Q2 | $371K | Buy |
14,372
+6,208
| +76% | +$160K | 0.09% | 191 |
|
|
2019
Q1 | $206K | Buy |
+8,164
| New | +$206K | 0.06% | 266 |
|