Golden State Wealth 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 | $91.3K | Sell |
3,974
-7,325
| -65% | -$168K | 0.01% | 505 |
|
|
2025
Q1 | $260K | Buy |
11,299
+7,995
| +242% | +$184K | 0.04% | 307 |
|
|
2024
Q4 | $75.9K | Buy |
+3,304
| New | +$75.9K | 0.01% | 485 |
|
|
2022
Q1 | $384K | Sell |
15,416
-16,162
| -51% | -$403K | 0.08% | 209 |
|
|
2021
Q4 | $842K | Buy |
31,578
+10,507
| +50% | +$280K | 0.15% | 148 |
|
|
2021
Q3 | $559K | Sell |
21,071
-392
| -2% | -$10.4K | 0.12% | 150 |
|
|
2021
Q2 | $571K | Sell |
21,463
-4,687
| -18% | -$125K | 0.13% | 149 |
|
|
2021
Q1 | $684K | Sell |
26,150
-11,199
| -30% | -$293K | 0.23% | 79 |
|
|
2020
Q4 | $1.02M | Buy |
37,349
+14,188
| +61% | +$386K | 0.29% | 65 |
|
|
2020
Q3 | $647K | Buy |
+23,161
| New | +$647K | 0.22% | 74 |
|
|
2020
Q2 | – | Sell |
-14,486
| Closed | -$406K | – | 466 |
|
|
2020
Q1 | $406K | Buy |
+14,486
| New | +$406K | 0.18% | 83 |
|
|
2019
Q4 | – | Sell |
-16,296
| Closed | -$429K | – | 402 |
|
|
2019
Q3 | $429K | Sell |
16,296
-103
| -0.6% | -$2.71K | 0.14% | 118 |
|
|
2019
Q2 | $423K | Sell |
16,399
-9,079
| -36% | -$234K | 0.13% | 133 |
|
|
2019
Q1 | $643K | Buy |
+25,478
| New | +$643K | 0.21% | 99 |
|