Mount Yale Investment Advisors’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 | $517K | Buy |
22,511
+10,426
| +86% | +$240K | 0.04% | 334 |
|
|
2025
Q1 | $278K | Buy |
12,085
+769
| +7% | +$17.7K | 0.02% | 461 |
|
|
2024
Q4 | $260K | Sell |
11,316
-1,502
| -12% | -$34.5K | 0.02% | 480 |
|
|
2024
Q3 | $301K | Sell |
12,818
-229
| -2% | -$5.37K | 0.03% | 433 |
|
|
2024
Q2 | $294K | Buy |
13,047
+910
| +7% | +$20.5K | 0.02% | 436 |
|
|
2024
Q1 | $276K | Sell |
12,137
-248
| -2% | -$5.65K | 0.02% | 471 |
|
|
2023
Q4 | $285K | Sell |
12,385
-13,109
| -51% | -$302K | 0.03% | 421 |
|
|
2023
Q3 | $562K | Sell |
25,494
-49,439
| -66% | -$1.09M | 0.06% | 284 |
|
|
2023
Q2 | $1.72M | Buy |
74,933
+4,370
| +6% | +$100K | 0.18% | 121 |
|
|
2023
Q1 | $1.65M | Buy |
70,563
+20,192
| +40% | +$472K | 0.19% | 121 |
|
|
2022
Q4 | $1.14M | Sell |
50,371
-83,556
| -62% | -$1.9M | 0.13% | 161 |
|
|
2022
Q3 | $3.05M | Buy |
133,927
+38,017
| +40% | +$865K | 0.4% | 61 |
|
|
2022
Q2 | $2.29M | Buy |
95,910
+3,064
| +3% | +$73.2K | 0.29% | 78 |
|
|
2022
Q1 | $2.31M | Buy |
92,846
+16,136
| +21% | +$402K | 0.25% | 95 |
|
|
2021
Q4 | $2.05M | Buy |
76,710
+6,518
| +9% | +$174K | 0.21% | 112 |
|
|
2021
Q3 | $1.86M | Sell |
70,192
-752
| -1% | -$19.9K | 0.21% | 111 |
|
|
2021
Q2 | $1.89M | Buy |
70,944
+1,442
| +2% | +$38.4K | 0.23% | 95 |
|
|
2021
Q1 | $1.82M | Buy |
69,502
+20,779
| +43% | +$544K | 0.24% | 92 |
|
|
2020
Q4 | $1.33M | Sell |
48,723
-665
| -1% | -$18.1K | 0.19% | 122 |
|
|
2020
Q3 | $1.38M | Buy |
49,388
+19,118
| +63% | +$534K | 0.2% | 106 |
|
|
2020
Q2 | $847K | Sell |
30,270
-6,646
| -18% | -$186K | 0.15% | 146 |
|
|
2020
Q1 | $1.03M | Buy |
36,916
+7,848
| +27% | +$220K | 0.23% | 109 |
|
|
2019
Q4 | $773K | Buy |
29,068
+18,596
| +178% | +$495K | 0.13% | 134 |
|
|
2019
Q3 | $271K | Buy |
+10,472
| New | +$271K | 0.05% | 277 |
|