McKinley Carter Wealth Services’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 | $44.3M | Buy |
1,928,333
+29,509
| +2% | +$678K | 2.46% | 9 |
|
|
2025
Q1 | $43.6M | Buy |
1,898,824
+593,178
| +45% | +$13.6M | 2.68% | 8 |
|
|
2024
Q4 | $30M | Buy |
1,305,646
+70,642
| +6% | +$1.62M | 1.84% | 13 |
|
|
2024
Q3 | $29M | Buy |
1,235,004
+32,032
| +3% | +$751K | 1.75% | 13 |
|
|
2024
Q2 | $27.2M | Buy |
1,202,972
+37,803
| +3% | +$853K | 1.73% | 11 |
|
|
2024
Q1 | $26.5M | Buy |
1,165,169
+89,432
| +8% | +$2.04M | 1.77% | 10 |
|
|
2023
Q4 | $24.8M | Sell |
1,075,737
-69,778
| -6% | -$1.61M | 1.81% | 11 |
|
|
2023
Q3 | $25.2M | Buy |
1,145,515
+56,529
| +5% | +$1.25M | 2.01% | 8 |
|
|
2023
Q2 | $24.9M | Buy |
1,088,986
+36,282
| +3% | +$831K | 1.87% | 11 |
|
|
2023
Q1 | $24.6M | Buy |
1,052,704
+164,819
| +19% | +$3.85M | 1.92% | 11 |
|
|
2022
Q4 | $20.2M | Sell |
887,885
-77,603
| -8% | -$1.76M | 1.71% | 13 |
|
|
2022
Q3 | $22M | Buy |
965,488
+9,608
| +1% | +$219K | 2.04% | 12 |
|
|
2022
Q2 | $22.8M | Buy |
955,880
+81,440
| +9% | +$1.95M | 2.02% | 12 |
|
|
2022
Q1 | $21.8M | Buy |
874,440
+472,539
| +118% | +$11.8M | 1.7% | 15 |
|
|
2021
Q4 | $10.7M | Buy |
401,901
+33,784
| +9% | +$901K | 0.8% | 27 |
|
|
2021
Q3 | $9.77M | Buy |
368,117
+92,346
| +33% | +$2.45M | 0.8% | 23 |
|
|
2021
Q2 | $7.34M | Sell |
275,771
-1,736,943
| -86% | -$46.2M | 0.61% | 37 |
|
|
2021
Q1 | $52.7M | Buy |
2,012,714
+1,801,035
| +851% | +$47.2M | 4.51% | 4 |
|
|
2020
Q4 | $5.77M | Buy |
+211,679
| New | +$5.77M | 0.76% | 35 |
|