Guardian Wealth Advisors (North Carolina)’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 | $5.29K | Buy |
230
+17
| +8% | +$391 | ﹤0.01% | 506 |
|
|
2025
Q1 | $4.9K | Sell |
213
-223
| -51% | -$5.13K | ﹤0.01% | 486 |
|
|
2024
Q4 | $10K | Buy |
436
+382
| +707% | +$8.78K | ﹤0.01% | 441 |
|
|
2024
Q3 | $1.27K | Hold |
54
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $1.22K | Hold |
54
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $1.23K | Hold |
54
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $1.24K | Hold |
54
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $1.19K | Sell |
54
-116
| -68% | -$2.56K | ﹤0.01% | 399 |
|
|
2023
Q2 | $3.89K | Hold |
170
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $3.98K | Buy |
+170
| New | +$3.98K | ﹤0.01% | 365 |
|