Gladstone Institutional Advisory’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 | $771K | Buy |
33,542
+7,684
| +30% | +$177K | 0.03% | 395 |
|
|
2025
Q1 | $594K | Buy |
25,858
+8,522
| +49% | +$196K | 0.03% | 429 |
|
|
2024
Q4 | $398K | Buy |
17,336
+3,032
| +21% | +$69.7K | 0.02% | 527 |
|
|
2024
Q3 | $335K | Buy |
14,304
+1,157
| +9% | +$27.1K | 0.02% | 549 |
|
|
2024
Q2 | $297K | Buy |
13,147
+1,866
| +17% | +$42.1K | 0.02% | 546 |
|
|
2024
Q1 | $257K | Sell |
11,281
-3,943
| -26% | -$89.8K | 0.01% | 564 |
|
|
2023
Q4 | $351K | Sell |
15,224
-2,264
| -13% | -$52.2K | 0.02% | 492 |
|
|
2023
Q3 | $385K | Sell |
17,488
-1,985
| -10% | -$43.8K | 0.03% | 439 |
|
|
2023
Q2 | $446K | Sell |
19,473
-5,049
| -21% | -$116K | 0.03% | 426 |
|
|
2023
Q1 | $573K | Sell |
24,522
-6,909
| -22% | -$162K | 0.04% | 376 |
|
|
2022
Q4 | $714K | Sell |
31,431
-3,792
| -11% | -$86.2K | 0.05% | 335 |
|
|
2022
Q3 | $802K | Buy |
35,223
+16,234
| +85% | +$370K | 0.06% | 308 |
|
|
2022
Q2 | $454K | Buy |
18,989
+5,287
| +39% | +$126K | 0.04% | 429 |
|
|
2022
Q1 | $341K | Buy |
13,702
+1,663
| +14% | +$41.4K | 0.02% | 519 |
|
|
2021
Q4 | $321K | Sell |
12,039
-1,585
| -12% | -$42.3K | 0.02% | 459 |
|
|
2021
Q3 | $361K | Buy |
13,624
+248
| +2% | +$6.57K | 0.04% | 397 |
|
|
2021
Q2 | $356K | Sell |
13,376
-3,659
| -21% | -$97.4K | 0.04% | 363 |
|
|
2021
Q1 | $446K | Sell |
17,035
-90
| -0.5% | -$2.36K | 0.07% | 252 |
|
|
2020
Q4 | $466K | Buy |
17,125
+6,621
| +63% | +$180K | 0.09% | 167 |
|
|
2020
Q3 | $294K | Sell |
10,504
-1,528
| -13% | -$42.8K | 0.07% | 212 |
|
|
2020
Q2 | $337K | Buy |
12,032
+1,261
| +12% | +$35.3K | 0.09% | 166 |
|
|
2020
Q1 | $302K | Buy |
+10,771
| New | +$302K | 0.08% | 191 |
|