Highline Wealth Partners’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 | $5.47M | Buy |
238,126
+50,347
| +27% | +$1.16M | 1.62% | 19 |
|
|
2025
Q1 | $4.32M | Sell |
187,779
-5,221
| -3% | -$120K | 1.45% | 21 |
|
|
2024
Q4 | $4.44M | Sell |
193,000
-111,459
| -37% | -$2.56M | 1.45% | 20 |
|
|
2024
Q3 | $7.14M | Buy |
304,459
+103,520
| +52% | +$2.43M | 2.39% | 12 |
|
|
2024
Q2 | $4.54M | Buy |
200,939
+29,208
| +17% | +$659K | 1.71% | 16 |
|
|
2024
Q1 | $3.91M | Buy |
171,731
+60,140
| +54% | +$1.37M | 1.59% | 17 |
|
|
2023
Q4 | $2.57M | Buy |
111,591
+16,489
| +17% | +$380K | 1.25% | 23 |
|
|
2023
Q3 | $2.1M | Buy |
95,102
+16,947
| +22% | +$374K | 1.29% | 19 |
|
|
2023
Q2 | $1.79M | Buy |
78,155
+6,444
| +9% | +$148K | 1.13% | 27 |
|
|
2023
Q1 | $1.68M | Sell |
71,711
-79,601
| -53% | -$1.86M | 1.15% | 27 |
|
|
2022
Q4 | $3.44M | Sell |
151,312
-126,045
| -45% | -$2.86M | 2.54% | 10 |
|
|
2022
Q3 | $6.31M | Buy |
+277,357
| New | +$6.31M | 5.13% | 4 |
|