Magnolia Capital 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 | $430K | Hold |
18,728
| – | – | 0.11% | 168 |
|
2025
Q1 | $430K | Buy |
18,728
+654
| +4% | +$15K | 0.12% | 164 |
|
2024
Q4 | $415K | Buy |
+18,074
| New | +$415K | 0.11% | 173 |
|
2024
Q2 | – | Sell |
-14,125
| Closed | -$314K | – | 137 |
|
2024
Q1 | $314K | Buy |
14,125
+606
| +4% | +$13.5K | 0.26% | 76 |
|
2023
Q4 | $309K | Buy |
13,519
+4,318
| +47% | +$98.8K | 0.23% | 81 |
|
2023
Q3 | $200K | Buy |
+9,201
| New | +$200K | 0.19% | 62 |
|