Heritage Wealth Management (California)’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 | $1.77M | Sell |
77,013
-508
| -0.7% | -$11.7K | 1.18% | 25 |
|
|
2025
Q1 | $1.78M | Sell |
77,521
-8,533
| -10% | -$196K | 1.34% | 19 |
|
|
2024
Q4 | $1.98M | Buy |
86,054
+4,780
| +6% | +$110K | 1.42% | 15 |
|
|
2024
Q3 | $1.91M | Sell |
81,274
-1,683
| -2% | -$39.5K | 1.35% | 14 |
|
|
2024
Q2 | $1.87M | Sell |
82,957
-1,314
| -2% | -$29.7K | 1.37% | 13 |
|
|
2024
Q1 | $1.92M | Buy |
84,271
+14,325
| +20% | +$326K | 1.45% | 13 |
|
|
2023
Q4 | $1.61M | Buy |
+69,946
| New | +$1.61M | 1.29% | 14 |
|