KWB Wealth’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 | $255K | Sell |
11,081
-84,441
| -88% | -$1.94M | 0.03% | 137 |
|
|
2025
Q1 | $2.2M | Sell |
95,522
-39,745
| -29% | -$913K | 0.26% | 53 |
|
|
2024
Q4 | $3.17M | Sell |
135,267
-21,072
| -13% | -$494K | 0.39% | 35 |
|
|
2024
Q3 | $3.53M | Sell |
156,339
-7,879
| -5% | -$178K | 0.46% | 31 |
|
|
2024
Q2 | $3.74M | Sell |
164,218
-12,673
| -7% | -$289K | 0.51% | 28 |
|
|
2024
Q1 | $4.03M | Buy |
+176,891
| New | +$4.03M | 0.54% | 28 |
|