Mather Group’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 | $4.32M | Sell |
187,833
-14,098
| -7% | -$324K | 0.05% | 127 |
|
|
2025
Q1 | $4.64M | Sell |
201,931
-2,650
| -1% | -$60.9K | 0.05% | 118 |
|
|
2024
Q4 | $4.7M | Sell |
204,581
-11,956
| -6% | -$275K | 0.06% | 112 |
|
|
2024
Q3 | $5.08M | Sell |
216,537
-29,827
| -12% | -$699K | 0.07% | 109 |
|
|
2024
Q2 | $5.61M | Buy |
246,364
+18,472
| +8% | +$421K | 0.07% | 116 |
|
|
2024
Q1 | $5.25M | Sell |
227,892
-8,564
| -4% | -$197K | 0.08% | 92 |
|
|
2023
Q4 | $5.45M | Buy |
236,456
+163
| +0.1% | +$3.76K | 0.09% | 93 |
|
|
2023
Q3 | $5.21M | Buy |
236,293
+104,173
| +79% | +$2.3M | 0.09% | 87 |
|
|
2023
Q2 | $3.03M | Sell |
132,120
-46,698
| -26% | -$1.07M | 0.05% | 133 |
|
|
2023
Q1 | $4.18M | Sell |
178,818
-10,646
| -6% | -$249K | 0.07% | 92 |
|
|
2022
Q4 | $4.3M | Sell |
189,464
-43,087
| -19% | -$979K | 0.08% | 89 |
|
|
2022
Q3 | $5.29M | Sell |
232,551
-34,760
| -13% | -$791K | 0.11% | 82 |
|
|
2022
Q2 | $6.39M | Buy |
267,311
+163,284
| +157% | +$3.9M | 0.15% | 71 |
|
|
2022
Q1 | $2.59M | Buy |
104,027
+70,337
| +209% | +$1.75M | 0.05% | 99 |
|
|
2021
Q4 | $899K | Buy |
33,690
+2,130
| +7% | +$56.8K | 0.02% | 161 |
|
|
2021
Q3 | $837K | Buy |
+31,560
| New | +$837K | 0.02% | 131 |
|
|
2020
Q4 | – | Sell |
-45,375
| Closed | -$1.27M | – | 259 |
|
|
2020
Q3 | $1.27M | Sell |
45,375
-79,375
| -64% | -$2.22M | 0.05% | 82 |
|
|
2020
Q2 | $3.49M | Sell |
124,750
-15,169
| -11% | -$425K | 0.16% | 47 |
|
|
2020
Q1 | $3.92M | Sell |
139,919
-16,098
| -10% | -$451K | 0.27% | 42 |
|
|
2019
Q4 | $4.05M | Buy |
+156,017
| New | +$4.05M | 0.25% | 42 |
|