Meridian Wealth Management’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 | $10.6M | Buy |
461,706
+27,147
| +6% | +$624K | 0.45% | 45 |
|
2025
Q1 | $9.99M | Buy |
434,559
+53,224
| +14% | +$1.22M | 0.48% | 45 |
|
2024
Q4 | $8.76M | Buy |
381,335
+12,009
| +3% | +$276K | 0.41% | 52 |
|
2024
Q3 | $8.66M | Buy |
369,326
+67,317
| +22% | +$1.58M | 0.43% | 52 |
|
2024
Q2 | $6.82M | Buy |
+302,009
| New | +$6.82M | 0.81% | 22 |
|
2024
Q1 | – | Sell |
-205,656
| Closed | -$4.74M | – | 329 |
|
2023
Q4 | $4.74M | Buy |
+205,656
| New | +$4.74M | 0.3% | 74 |
|
2023
Q2 | – | Sell |
-8,786
| Closed | -$205K | – | 557 |
|
2023
Q1 | $205K | Sell |
8,786
-957
| -10% | -$22.4K | 0.02% | 506 |
|
2022
Q4 | $221K | Buy |
+9,743
| New | +$221K | 0.02% | 471 |
|