Key Financial Inc’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 | $14M | Buy |
608,341
+5,817
| +1% | +$134K | 2.81% | 6 |
|
|
2025
Q1 | $13.8M | Buy |
602,524
+71,871
| +14% | +$1.65M | 3.01% | 5 |
|
|
2024
Q4 | $12.2M | Buy |
530,653
+9,231
| +2% | +$212K | 2.77% | 5 |
|
|
2024
Q3 | $12.2M | Buy |
521,422
+39,147
| +8% | +$918K | 2.7% | 7 |
|
|
2024
Q2 | $10.9M | Buy |
482,275
+44,087
| +10% | +$995K | 2.61% | 7 |
|
|
2024
Q1 | $9.98M | Buy |
438,188
+17,901
| +4% | +$408K | 2.54% | 7 |
|
|
2023
Q4 | $9.68M | Buy |
420,287
+324,448
| +339% | +$7.48M | 2.65% | 7 |
|
|
2023
Q3 | $2.11M | Buy |
95,839
+89,660
| +1,451% | +$1.98M | 0.71% | 30 |
|
|
2023
Q2 | $141K | Buy |
6,179
+1,584
| +34% | +$36.3K | 0.05% | 246 |
|
|
2023
Q1 | $107K | Buy |
4,595
+1,607
| +54% | +$37.6K | 0.04% | 268 |
|
|
2022
Q4 | $68K | Hold |
2,988
| – | – | 0.03% | 311 |
|
|
2022
Q3 | $68K | Buy |
2,988
+125
| +4% | +$2.85K | 0.03% | 313 |
|
|
2022
Q2 | $69K | Sell |
2,863
-942
| -25% | -$22.7K | 0.04% | 303 |
|
|
2022
Q1 | $95K | Buy |
3,805
+942
| +33% | +$23.5K | 0.05% | 261 |
|
|
2021
Q4 | $76K | Buy |
2,863
+15
| +0.5% | +$398 | 0.04% | 281 |
|
|
2021
Q3 | $76K | Sell |
2,848
-462
| -14% | -$12.3K | 0.04% | 269 |
|
|
2021
Q2 | $89K | Buy |
3,310
+2,486
| +302% | +$66.8K | 0.05% | 245 |
|
|
2021
Q1 | $22K | Hold |
824
| – | – | 0.01% | 386 |
|
|
2020
Q4 | $22K | Buy |
+824
| New | +$22K | 0.02% | 361 |
|