Kingswood 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
Q2 | $583K | Buy |
25,374
+594
| +2% | +$13.7K | 0.05% | 374 |
|
|
2025
Q1 | $570K | Sell |
24,780
-54,017
| -69% | -$1.24M | 0.05% | 359 |
|
|
2024
Q4 | $1.81M | Buy |
78,797
+5,847
| +8% | +$134K | 0.14% | 164 |
|
|
2024
Q3 | $1.71M | Buy |
72,950
+4,930
| +7% | +$116K | 0.12% | 190 |
|
|
2024
Q2 | $1.54M | Sell |
68,020
-1,758
| -3% | -$39.7K | 0.14% | 152 |
|
|
2024
Q1 | $1.59M | Sell |
69,778
-24,876
| -26% | -$566K | 0.18% | 138 |
|
|
2023
Q4 | $2.18M | Buy |
94,654
+74,963
| +381% | +$1.73M | 0.25% | 90 |
|
|
2023
Q3 | $2.04M | Buy |
+19,691
| New | +$2.04M | 0.35% | 74 |
|