Modera 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 | $216K | Sell |
9,395
-1,147
| -11% | -$26.4K | ﹤0.01% | 608 |
|
|
2025
Q1 | $242K | Buy |
10,542
+1,362
| +15% | +$31.3K | ﹤0.01% | 559 |
|
|
2024
Q4 | $211K | Buy |
9,180
+145
| +2% | +$3.33K | ﹤0.01% | 587 |
|
|
2024
Q3 | $212K | Buy |
9,035
+29
| +0.3% | +$680 | ﹤0.01% | 571 |
|
|
2024
Q2 | $203K | Buy |
+9,006
| New | +$203K | ﹤0.01% | 547 |
|
|
2022
Q1 | – | Sell |
-7,638
| Closed | -$204K | – | 454 |
|
|
2021
Q4 | $204K | Sell |
7,638
-23
| -0.3% | -$614 | 0.01% | 565 |
|
|
2021
Q3 | $203K | Sell |
7,661
-333
| -4% | -$8.82K | 0.01% | 262 |
|
|
2021
Q2 | $213K | Sell |
7,994
-341
| -4% | -$9.09K | 0.01% | 229 |
|
|
2021
Q1 | $218K | Buy |
8,335
+341
| +4% | +$8.92K | 0.01% | 209 |
|
|
2020
Q4 | $218K | Hold |
7,994
| – | – | 0.02% | 216 |
|
|
2020
Q3 | $223K | Hold |
7,994
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $224K | Buy |
+7,994
| New | +$224K | 0.04% | 144 |
|