Keystone Financial Group (Kentucky)’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 | $527K | Buy |
22,965
+2,757
| +14% | +$63.3K | 0.05% | 225 |
|
|
2025
Q1 | $464K | Sell |
20,208
-3,401
| -14% | -$78.2K | 0.05% | 219 |
|
|
2024
Q4 | $541K | Buy |
23,609
+2,539
| +12% | +$58.2K | 0.05% | 201 |
|
|
2024
Q3 | $494K | Buy |
+21,070
| New | +$494K | 0.06% | 194 |
|
|
2024
Q2 | – | Sell |
-31,209
| Closed | -$711K | – | 212 |
|
|
2024
Q1 | $711K | Buy |
+31,209
| New | +$711K | 0.1% | 139 |
|
|
2022
Q1 | – | Sell |
-11,407
| Closed | -$304K | – | 305 |
|
|
2021
Q4 | $304K | Sell |
11,407
-11,608
| -50% | -$309K | 0.05% | 235 |
|
|
2021
Q3 | $611K | Buy |
23,015
+12
| +0.1% | +$319 | 0.11% | 144 |
|
|
2021
Q2 | $612K | Sell |
23,003
-4,365
| -16% | -$116K | 0.11% | 145 |
|
|
2021
Q1 | $717K | Buy |
27,368
+7
| +0% | +$183 | 0.14% | 127 |
|
|
2020
Q4 | $745K | Buy |
27,361
+56
| +0.2% | +$1.53K | 0.15% | 118 |
|
|
2020
Q3 | $763K | Buy |
27,305
+3,909
| +17% | +$109K | 0.19% | 108 |
|
|
2020
Q2 | $655K | Buy |
+23,396
| New | +$655K | 0.18% | 113 |
|