Keebeck Wealth Management’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 | – | Sell |
-9,503
| Closed | -$218K | – | 337 |
|
|
2025
Q1 | $218K | Buy |
+9,503
| New | +$218K | 0.03% | 255 |
|
|
2023
Q4 | – | Sell |
-10,284
| Closed | -$227K | – | 272 |
|
|
2023
Q3 | $227K | Sell |
10,284
-19,727
| -66% | -$435K | 0.04% | 238 |
|
|
2023
Q2 | $687K | Sell |
30,011
-1,621
| -5% | -$37.1K | 0.09% | 152 |
|
|
2023
Q1 | $740K | Buy |
31,632
+11,068
| +54% | +$259K | 0.12% | 133 |
|
|
2022
Q4 | $467K | Sell |
20,564
-26,505
| -56% | -$602K | 0.08% | 160 |
|
|
2022
Q3 | $1.07M | Buy |
47,069
+8,537
| +22% | +$194K | 0.21% | 105 |
|
|
2022
Q2 | $921K | Buy |
38,532
+16,105
| +72% | +$385K | 0.18% | 120 |
|
|
2022
Q1 | $559K | Buy |
+22,427
| New | +$559K | 0.09% | 155 |
|