Icon Wealth Advisors’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 | $1.72M | Buy |
75,018
+4,213
| +6% | +$96.8K | 0.12% | 133 |
|
|
2025
Q1 | $1.63M | Buy |
70,805
+1,543
| +2% | +$35.5K | 0.13% | 120 |
|
|
2024
Q4 | $1.59M | Buy |
69,262
+3,439
| +5% | +$79K | 0.13% | 116 |
|
|
2024
Q3 | $1.54M | Sell |
65,823
-1,111
| -2% | -$26.1K | 0.13% | 116 |
|
|
2024
Q2 | $1.54M | Sell |
66,934
-3,319
| -5% | -$76.4K | 0.14% | 110 |
|
|
2024
Q1 | $1.6M | Buy |
70,253
+11,178
| +19% | +$255K | 0.15% | 111 |
|
|
2023
Q4 | $1.36M | Buy |
+59,075
| New | +$1.36M | 0.14% | 109 |
|
|
2022
Q4 | $5.74M | Sell |
252,806
-526,573
| -68% | -$12M | 0.66% | 33 |
|
|
2022
Q3 | $17.7M | Buy |
+779,379
| New | +$17.7M | 2.15% | 8 |
|