Legacy Financial Group (Iowa)’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
16,869
+2,415
| +17% | +$55.5K | 0.05% | 89 |
|
|
2025
Q1 | $332K | Sell |
14,454
-18
| -0.1% | -$414 | 0.05% | 89 |
|
|
2024
Q4 | $333K | Buy |
14,472
+3,040
| +27% | +$69.9K | 0.05% | 87 |
|
|
2024
Q3 | $268K | Buy |
11,432
+1,108
| +11% | +$26K | 0.05% | 54 |
|
|
2024
Q2 | $233K | Buy |
10,324
+653
| +7% | +$14.7K | 0.05% | 96 |
|
|
2024
Q1 | $220K | Buy |
+9,671
| New | +$220K | 0.04% | 98 |
|
|
2023
Q4 | – | Sell |
-23,127
| Closed | -$510K | – | 214 |
|
|
2023
Q3 | $510K | Sell |
23,127
-214,890
| -90% | -$4.74M | 0.12% | 61 |
|
|
2023
Q2 | $5.45M | Buy |
238,017
+105,620
| +80% | +$2.42M | 1.4% | 21 |
|
|
2023
Q1 | $3.1M | Buy |
132,397
+82,126
| +163% | +$1.92M | 0.85% | 24 |
|
|
2022
Q4 | $1.14M | Buy |
+50,271
| New | +$1.14M | 0.34% | 28 |
|