Kozak & Associates’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 | $1.74K | Hold |
76
| – | – | ﹤0.01% | 356 |
|
2025
Q1 | $1.73K | Buy |
76
+1
| +1% | +$23 | ﹤0.01% | 370 |
|
2024
Q4 | $1.69K | Sell |
75
-744
| -91% | -$16.7K | ﹤0.01% | 369 |
|
2024
Q3 | $18.9K | Buy |
819
+745
| +1,007% | +$17.2K | ﹤0.01% | 190 |
|
2024
Q2 | $1.66K | Hold |
74
| – | – | ﹤0.01% | 326 |
|
2024
Q1 | $1.66K | Sell |
74
-4,160
| -98% | -$93.1K | ﹤0.01% | 337 |
|
2023
Q4 | $96.7K | Buy |
+4,234
| New | +$96.7K | 0.03% | 105 |
|
2023
Q3 | – | Sell |
-398
| Closed | -$9.08K | – | 399 |
|
2023
Q2 | $9.08K | Buy |
+398
| New | +$9.08K | ﹤0.01% | 240 |
|