LifePlan Investment 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 | $290K | Buy |
12,600
+2,016
| +19% | +$46.3K | 0.14% | 93 |
|
|
2025
Q1 | $243K | Buy |
10,584
+1,856
| +21% | +$42.7K | 0.14% | 91 |
|
|
2024
Q4 | $201K | Sell |
8,728
-107
| -1% | -$2.46K | 0.12% | 97 |
|
|
2024
Q3 | $207K | Buy |
+8,835
| New | +$207K | 0.13% | 90 |
|
|
2024
Q1 | – | Sell |
-14,657
| Closed | -$338K | – | 82 |
|
|
2023
Q4 | $338K | Sell |
14,657
-6,697
| -31% | -$154K | 0.31% | 51 |
|
|
2023
Q3 | $471K | Sell |
21,354
-8,644
| -29% | -$191K | 0.5% | 38 |
|
|
2023
Q2 | $687K | Buy |
+29,998
| New | +$687K | 0.77% | 31 |
|