MA
Mutual Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
309,453
-26,269
| -8% | -$599K | 0.18% | 117 |
|
|
2025
Q1 | $7.69M | Sell |
335,722
-10,996,833
| -97% | -$252M | 0.22% | 86 |
|
|
2024
Q4 | $254M | Buy |
11,332,555
+1,741,584
| +18% | +$39.1M | 7.37% | 1 |
|
|
2024
Q3 | $220M | Buy |
9,590,971
+1,007,459
| +12% | +$23.1M | 6.42% | 1 |
|
|
2024
Q2 | $196M | Buy |
8,583,512
+349,922
| +4% | +$7.99M | 5.92% | 1 |
|
|
2024
Q1 | $187M | Buy |
8,233,590
+847,428
| +11% | +$19.3M | 6.01% | 1 |
|
|
2023
Q4 | $170M | Buy |
7,386,162
+7,178,164
| +3,451% | +$165M | 5.92% | 1 |
|
|
2023
Q3 | $4.58M | Sell |
207,998
-71,849
| -26% | -$1.58M | 0.18% | 116 |
|
|
2023
Q2 | $6.41M | Buy |
279,847
+101,052
| +57% | +$2.31M | 0.24% | 86 |
|
|
2023
Q1 | $4.18M | Sell |
178,795
-9,886
| -5% | -$231K | 0.17% | 120 |
|
|
2022
Q4 | $4.29M | Sell |
188,681
-13,499
| -7% | -$307K | 0.19% | 113 |
|
|
2022
Q3 | $4.6M | Buy |
202,180
+56,346
| +39% | +$1.28M | 0.24% | 86 |
|
|
2022
Q2 | $3.49M | Buy |
145,834
+5,582
| +4% | +$133K | 0.23% | 97 |
|
|
2022
Q1 | $3.49M | Buy |
140,252
+2,633
| +2% | +$65.6K | 0.2% | 108 |
|
|
2021
Q4 | $3.67M | Sell |
137,619
-10,854
| -7% | -$290K | 0.19% | 116 |
|
|
2021
Q3 | $3.94M | Sell |
148,473
-12,505
| -8% | -$332K | 0.23% | 103 |
|
|
2021
Q2 | $4.28M | Buy |
160,978
+44,975
| +39% | +$1.2M | 0.25% | 94 |
|
|
2021
Q1 | $3.04M | Buy |
116,003
+60,447
| +109% | +$1.58M | 0.21% | 116 |
|
|
2020
Q4 | $1.51M | Buy |
55,556
+26,466
| +91% | +$721K | 0.11% | 216 |
|
|
2020
Q3 | $813K | Buy |
29,090
+182
| +0.6% | +$5.09K | 0.07% | 294 |
|
|
2020
Q2 | $809K | Sell |
28,908
-54,699
| -65% | -$1.53M | 0.08% | 264 |
|
|
2020
Q1 | $2.34M | Sell |
83,607
-148,160
| -64% | -$4.15M | 0.32% | 72 |
|
|
2019
Q4 | $6.01M | Buy |
231,767
+33,602
| +17% | +$872K | 0.64% | 30 |
|
|
2019
Q3 | $5.22M | Buy |
198,165
+121,844
| +160% | +$3.21M | 0.69% | 25 |
|
|
2019
Q2 | $1.97M | Buy |
+76,321
| New | +$1.97M | 0.26% | 90 |
|