Midwest Heritage Bank’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
Q1 | – | Sell |
-10,034
| Closed | -$231K | – | 60 |
|
|
2024
Q4 | $231K | Sell |
10,034
-2,206
| -18% | -$50.7K | 0.11% | 49 |
|
|
2024
Q3 | $287K | Buy |
12,240
+14
| +0.1% | +$328 | 0.13% | 46 |
|
|
2024
Q2 | $276K | Sell |
12,226
-24,962
| -67% | -$563K | 0.14% | 45 |
|
|
2024
Q1 | $847K | Sell |
37,188
-15,302
| -29% | -$348K | 0.45% | 26 |
|
|
2023
Q4 | $1.21M | Sell |
52,490
-354
| -0.7% | -$8.16K | 0.82% | 23 |
|
|
2023
Q3 | $1.16M | Sell |
52,844
-10,142
| -16% | -$224K | 0.87% | 23 |
|
|
2023
Q2 | $1.44M | Sell |
62,986
-4,837
| -7% | -$111K | 1.09% | 21 |
|
|
2023
Q1 | $1.59M | Sell |
67,823
-35,714
| -34% | -$835K | 1.28% | 19 |
|
|
2022
Q4 | $2.35M | Sell |
103,537
-10,427
| -9% | -$237K | 2.28% | 15 |
|
|
2022
Q3 | $2.59M | Sell |
113,964
-8,694
| -7% | -$198K | 2.71% | 12 |
|
|
2022
Q2 | $2.93M | Sell |
122,658
-15,398
| -11% | -$368K | 2.65% | 12 |
|
|
2022
Q1 | $3.44M | Sell |
138,056
-18,789
| -12% | -$468K | 2.7% | 12 |
|
|
2021
Q4 | $4.19M | Buy |
+156,845
| New | +$4.19M | 4.06% | 8 |
|