Heirloom 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 | – | Sell |
-1,836,810
| Closed | -$42.2M | – | 45 |
|
|
2025
Q1 | $42.2M | Buy |
1,836,810
+123,930
| +7% | +$2.85M | 12.1% | 2 |
|
|
2024
Q4 | $39.4M | Sell |
1,712,880
-45,486
| -3% | -$1.05M | 11.81% | 2 |
|
|
2024
Q3 | $41.2M | Buy |
1,758,366
+45,201
| +3% | +$1.06M | 12.86% | 2 |
|
|
2024
Q2 | $38.7M | Buy |
1,713,165
+206,885
| +14% | +$4.67M | 12.53% | 2 |
|
|
2024
Q1 | $34.3M | Buy |
1,506,280
+186,731
| +14% | +$4.25M | 11.68% | 2 |
|
|
2023
Q4 | $30.4M | Sell |
1,319,549
-272,049
| -17% | -$6.27M | 11.67% | 1 |
|
|
2023
Q3 | $35.1M | Buy |
+1,591,598
| New | +$35.1M | 15.59% | 1 |
|