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 |
|