Independent Advisor Alliance’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 | $219K | Sell |
9,551
-914
| -9% | -$21K | 0.01% | 817 |
|
|
2025
Q1 | $241K | Sell |
10,465
-393,222
| -97% | -$9.04M | 0.01% | 721 |
|
|
2024
Q4 | $9.28M | Buy |
403,687
+392,346
| +3,460% | +$9.02M | 0.12% | 174 |
|
|
2024
Q3 | $266K | Buy |
11,341
+374
| +3% | +$8.77K | 0.01% | 600 |
|
|
2024
Q2 | $248K | Buy |
10,967
+446
| +4% | +$10.1K | 0.01% | 620 |
|
|
2024
Q1 | $240K | Buy |
10,521
+153
| +1% | +$3.48K | 0.01% | 621 |
|
|
2023
Q4 | $239K | Sell |
10,368
-1,683
| -14% | -$38.8K | 0.01% | 604 |
|
|
2023
Q3 | $266K | Buy |
12,051
+3,242
| +37% | +$71.5K | 0.01% | 541 |
|
|
2023
Q2 | $202K | Sell |
8,809
-200
| -2% | -$4.58K | 0.01% | 623 |
|
|
2023
Q1 | $211K | Sell |
9,009
-1,092
| -11% | -$25.5K | 0.01% | 604 |
|
|
2022
Q4 | $230K | Sell |
10,101
-31
| -0.3% | -$704 | 0.08% | 135 |
|
|
2022
Q3 | $231K | Buy |
10,132
+1,641
| +19% | +$37.4K | 0.01% | 548 |
|
|
2022
Q2 | $203K | Buy |
8,491
+203
| +2% | +$4.85K | 0.01% | 569 |
|
|
2022
Q1 | $206K | Buy |
8,288
+206
| +3% | +$5.12K | 0.01% | 609 |
|
|
2021
Q4 | $216K | Buy |
8,082
+281
| +4% | +$7.51K | 0.01% | 611 |
|
|
2021
Q3 | $207K | Buy |
+7,801
| New | +$207K | 0.01% | 578 |
|
|
2020
Q3 | – | Sell |
-7,503
| Closed | -$212K | – | 505 |
|
|
2020
Q2 | $212K | Sell |
7,503
-205
| -3% | -$5.79K | 0.02% | 427 |
|
|
2020
Q1 | $216K | Sell |
7,708
-159,729
| -95% | -$4.48M | 0.03% | 346 |
|
|
2019
Q4 | $4.34M | Buy |
167,437
+159,360
| +1,973% | +$4.13M | 0.19% | 124 |
|
|
2019
Q3 | $209K | Buy |
+8,077
| New | +$209K | 0.03% | 414 |
|