Great Valley Advisor Group’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 | $4.67M | Buy |
203,112
+15,786
| +8% | +$363K | 0.1% | 180 |
|
|
2025
Q1 | $4.31M | Buy |
187,326
+11,200
| +6% | +$257K | 0.09% | 192 |
|
|
2024
Q4 | $4.05M | Buy |
176,126
+89,349
| +103% | +$2.05M | 0.09% | 214 |
|
|
2024
Q3 | $2.03M | Buy |
86,777
+40,902
| +89% | +$959K | 0.05% | 305 |
|
|
2024
Q2 | $1.04M | Buy |
+45,875
| New | +$1.04M | 0.03% | 382 |
|
|
2023
Q4 | – | Sell |
-64,724
| Closed | -$1.43M | – | 731 |
|
|
2023
Q3 | $1.43M | Buy |
64,724
+9,086
| +16% | +$200K | 0.06% | 266 |
|
|
2023
Q2 | $1.27M | Sell |
55,638
-1,210
| -2% | -$27.7K | 0.05% | 280 |
|
|
2023
Q1 | $1.33M | Buy |
56,848
+1,331
| +2% | +$31.1K | 0.06% | 267 |
|
|
2022
Q4 | $1.26M | Buy |
55,517
+1,672
| +3% | +$38K | 0.06% | 289 |
|
|
2022
Q3 | $1.23M | Buy |
53,845
+960
| +2% | +$21.9K | 0.07% | 269 |
|
|
2022
Q2 | $1.26M | Buy |
+52,885
| New | +$1.26M | 0.07% | 270 |
|