Invera 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
Q1 | $657K | Buy |
28,563
+2,192
| +8% | +$50.4K | 0.77% | 36 |
|
|
2024
Q4 | $592K | Buy |
26,371
+11,173
| +74% | +$251K | 0.59% | 37 |
|
|
2024
Q3 | $345K | Hold |
15,198
| – | – | 0.34% | 40 |
|
|
2024
Q2 | $346K | Sell |
15,198
-1,604
| -10% | -$36.5K | 0.35% | 40 |
|
|
2024
Q1 | $373K | Buy |
16,802
+482
| +3% | +$10.7K | 0.32% | 55 |
|
|
2023
Q4 | $376K | Buy |
+16,320
| New | +$376K | 0.24% | 80 |
|