Montag & Associates’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 | $45.8K | Hold |
1,991
| – | – | ﹤0.01% | 595 |
|
|
2025
Q1 | $45.8K | Hold |
1,991
| – | – | ﹤0.01% | 631 |
|
|
2024
Q4 | $45.8K | Hold |
1,991
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $46.7K | Hold |
1,991
| – | – | ﹤0.01% | 628 |
|
|
2024
Q2 | $44.9K | Hold |
1,991
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $45.3K | Buy |
1,991
+113
| +6% | +$2.57K | ﹤0.01% | 610 |
|
|
2023
Q4 | $43.3K | Hold |
1,878
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $41.4K | Hold |
1,878
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $43K | Hold |
1,878
| – | – | ﹤0.01% | 583 |
|
|
2023
Q1 | $43.9K | Hold |
1,878
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $42.7K | Hold |
1,878
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $43K | Hold |
1,878
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $45K | Hold |
1,878
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $47K | Hold |
1,878
| – | – | ﹤0.01% | 571 |
|
|
2021
Q4 | $50K | Buy |
+1,878
| New | +$50K | ﹤0.01% | 568 |
|