Kestra Private Wealth Services’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 | $2.53M | Buy |
110,029
+27,514
| +33% | +$632K | 0.04% | 434 |
|
|
2025
Q1 | $1.9M | Sell |
82,515
-22,257
| -21% | -$512K | 0.03% | 468 |
|
|
2024
Q4 | $2.41M | Sell |
104,772
-10,277
| -9% | -$236K | 0.04% | 385 |
|
|
2024
Q3 | $2.7M | Sell |
115,049
-82,160
| -42% | -$1.93M | 0.05% | 347 |
|
|
2024
Q2 | $4.45M | Buy |
197,209
+4,733
| +2% | +$107K | 0.09% | 236 |
|
|
2024
Q1 | $4.38M | Buy |
192,476
+3,033
| +2% | +$69.1K | 0.1% | 223 |
|
|
2023
Q4 | $4.36M | Buy |
189,443
+140,026
| +283% | +$3.23M | 0.11% | 209 |
|
|
2023
Q3 | $1.09M | Sell |
49,417
-24,160
| -33% | -$532K | 0.03% | 441 |
|
|
2023
Q2 | $1.68M | Buy |
73,577
+8,441
| +13% | +$193K | 0.06% | 329 |
|
|
2023
Q1 | $1.52M | Buy |
65,136
+22,422
| +52% | +$524K | 0.06% | 323 |
|
|
2022
Q4 | $970K | Buy |
42,714
+25,182
| +144% | +$572K | 0.05% | 372 |
|
|
2022
Q3 | $399K | Buy |
17,532
+1,416
| +9% | +$32.2K | 0.02% | 557 |
|
|
2022
Q2 | $385K | Sell |
16,116
-4,182
| -21% | -$99.9K | 0.02% | 589 |
|
|
2022
Q1 | $506K | Sell |
20,298
-7,501
| -27% | -$187K | 0.03% | 569 |
|
|
2021
Q4 | $742K | Sell |
27,799
-925
| -3% | -$24.7K | 0.04% | 477 |
|
|
2021
Q3 | $762K | Buy |
28,724
+10,445
| +57% | +$277K | 0.04% | 423 |
|
|
2021
Q2 | $486K | Sell |
18,279
-8,621
| -32% | -$229K | 0.03% | 512 |
|
|
2021
Q1 | $705K | Sell |
26,900
-3,852
| -13% | -$101K | 0.05% | 380 |
|
|
2020
Q4 | $841K | Buy |
30,752
+1,931
| +7% | +$52.8K | 0.06% | 310 |
|
|
2020
Q3 | $807K | Buy |
+28,821
| New | +$807K | 0.07% | 283 |
|