GeoWealth 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 | $121K | Sell |
5,258
-94
| -2% | -$2.16K | ﹤0.01% | 773 |
|
|
2025
Q1 | $123K | Buy |
5,352
+603
| +13% | +$13.9K | ﹤0.01% | 754 |
|
|
2024
Q4 | $109K | Buy |
4,749
+1,405
| +42% | +$32.3K | ﹤0.01% | 943 |
|
|
2024
Q3 | $78.4K | Buy |
+3,344
| New | +$78.4K | ﹤0.01% | 951 |
|
|
2024
Q2 | – | Sell |
-52,685
| Closed | -$1.2M | – | 895 |
|
|
2024
Q1 | $1.2M | Sell |
52,685
-22,960
| -30% | -$523K | 0.05% | 260 |
|
|
2023
Q4 | $1.74M | Buy |
75,645
+13,285
| +21% | +$306K | 0.14% | 141 |
|
|
2023
Q3 | $1.38M | Buy |
62,360
+55,686
| +834% | +$1.23M | 0.16% | 117 |
|
|
2023
Q2 | $152K | Buy |
6,674
+5,054
| +312% | +$115K | 0.02% | 261 |
|
|
2023
Q1 | $37K | Buy |
+1,620
| New | +$37K | ﹤0.01% | 294 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 373 |
|
|
2021
Q4 | – | Sell |
-59,378
| Closed | -$1.58M | – | 393 |
|
|
2021
Q3 | $1.58M | Buy |
+59,378
| New | +$1.58M | 0.13% | 130 |
|