Global Retirement Partners’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
$16.7M Buy
+726,716
New +$16.7M 0.41% 50
2024
Q4
$26.3M Buy
1,142,796
+22,422
+2% +$515K 0.75% 20
2024
Q3
$26.3M Sell
1,120,374
-230,108
-17% -$5.4M 0.79% 18
2024
Q2
$30.5M Buy
1,350,482
+81,238
+6% +$1.83M 0.95% 17
2024
Q1
$28.9M Buy
1,269,244
+1,169,774
+1,176% +$26.6M 1.08% 14
2023
Q4
$2.27M Buy
99,470
+30,849
+45% +$705K 0.1% 203
2023
Q3
$1.5M Sell
68,621
-40,400
-37% -$883K 0.08% 230
2023
Q2
$2.5M Buy
109,021
+9,895
+10% +$227K 0.12% 160
2023
Q1
$2.33M Buy
99,126
+16,523
+20% +$389K 0.12% 168
2022
Q4
$1.88M Buy
82,603
+5,862
+8% +$133K 0.13% 166
2022
Q3
$1.72M Sell
76,741
-25,339
-25% -$568K 0.13% 166
2022
Q2
$2.44M Buy
102,080
+18,978
+23% +$454K 0.2% 116
2022
Q1
$2.02M Buy
+83,102
New +$2.02M 0.16% 141
2021
Q4
Sell
-33,750
Closed -$895K 859
2021
Q3
$895K Sell
33,750
-2,385
-7% -$63.2K 0.09% 200
2021
Q2
$961K Buy
36,135
+4,017
+13% +$107K 0.1% 197
2021
Q1
$841K Buy
32,118
+2,098
+7% +$54.9K 0.1% 191
2020
Q4
$818K Buy
30,020
+6,199
+26% +$169K 0.1% 178
2020
Q3
$666K Sell
23,821
-2,251
-9% -$62.9K 0.1% 193
2020
Q2
$730K Sell
26,072
-1,864
-7% -$52.2K 0.12% 175
2020
Q1
$782K Sell
27,936
-793
-3% -$22.2K 0.15% 141
2019
Q4
$745K Buy
28,729
+1,616
+6% +$41.9K 0.11% 176
2019
Q3
$714K Buy
27,113
+4,146
+18% +$109K 0.12% 170
2019
Q2
$593K Buy
22,967
+9,987
+77% +$258K 0.11% 164
2019
Q1
$328K Buy
12,980
+7,542
+139% +$191K 0.08% 215
2018
Q4
$134K Buy
5,438
+656
+14% +$16.2K 0.03% 341
2018
Q3
$116K Sell
4,782
-888
-16% -$21.5K 0.03% 373
2018
Q2
$140K Sell
5,670
-5,201
-48% -$128K 0.04% 335
2018
Q1
$268K Sell
10,871
-765
-7% -$18.9K 0.07% 242
2017
Q4
$292K Buy
11,636
+1,200
+11% +$30.1K 0.08% 212
2017
Q3
$260K Buy
10,436
+4,390
+73% +$109K 0.11% 191
2017
Q2
$151K Buy
+6,046
New +$151K 0.07% 243
2017
Q1
Sell
-1,970
Closed -$49K 1109
2016
Q4
$49K Buy
+1,970
New +$49K 0.03% 353