KMG Fiduciary Partners’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 | $1.35M | Buy |
58,556
+3,397
| +6% | +$78.1K | 0.1% | 165 |
|
|
2025
Q1 | $1.27M | Buy |
55,159
+7,470
| +16% | +$172K | 0.11% | 164 |
|
|
2024
Q4 | $1.1M | Buy |
47,689
+30,444
| +177% | +$700K | 0.09% | 170 |
|
|
2024
Q3 | $404K | Buy |
17,245
+99
| +0.6% | +$2.32K | 0.03% | 222 |
|
|
2024
Q2 | $387K | Buy |
17,146
+4,603
| +37% | +$104K | 0.04% | 197 |
|
|
2024
Q1 | $286K | Buy |
12,543
+2,168
| +21% | +$49.4K | 0.03% | 205 |
|
|
2023
Q4 | $239K | Buy |
+10,375
| New | +$239K | 0.03% | 223 |
|
|
2023
Q1 | – | Sell |
-130,960
| Closed | -$2.98M | – | 232 |
|
|
2022
Q4 | $2.98M | Buy |
+130,960
| New | +$2.98M | 0.49% | 62 |
|