HBK Sorce Advisory’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 | $510K | Sell |
22,187
-16
| -0.1% | -$368 | 0.01% | 336 |
|
|
2025
Q1 | $510K | Buy |
22,203
+12
| +0.1% | +$276 | 0.02% | 334 |
|
|
2024
Q4 | $510K | Buy |
22,191
+23
| +0.1% | +$529 | 0.02% | 330 |
|
|
2024
Q3 | $520K | Buy |
22,168
+215
| +1% | +$5.04K | 0.02% | 326 |
|
|
2024
Q2 | $495K | Sell |
21,953
-3,953
| -15% | -$89.2K | 0.02% | 331 |
|
|
2024
Q1 | $590K | Buy |
25,906
+3,858
| +17% | +$87.8K | 0.02% | 303 |
|
|
2023
Q4 | $508K | Sell |
22,048
-184
| -0.8% | -$4.24K | 0.02% | 310 |
|
|
2023
Q3 | $490K | Buy |
22,232
+337
| +2% | +$7.43K | 0.02% | 310 |
|
|
2023
Q2 | $501K | Buy |
21,895
+914
| +4% | +$20.9K | 0.02% | 326 |
|
|
2023
Q1 | $491K | Buy |
+20,981
| New | +$491K | 0.02% | 326 |
|