National Wealth Management Group’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 | $943K | Buy |
41,018
+5,577
| +16% | +$128K | 0.62% | 33 |
|
|
2024
Q4 | $814K | Buy |
35,441
+2,151
| +6% | +$49.4K | 0.54% | 43 |
|
|
2024
Q3 | $781K | Buy |
33,290
+3,563
| +12% | +$83.6K | 0.53% | 45 |
|
|
2024
Q2 | $671K | Buy |
29,727
+2,951
| +11% | +$66.6K | 0.51% | 48 |
|
|
2024
Q1 | $610K | Buy |
26,776
+3,311
| +14% | +$75.4K | 0.47% | 49 |
|
|
2023
Q4 | $541K | Buy |
23,465
+3,737
| +19% | +$86.1K | 0.52% | 51 |
|
|
2023
Q3 | $435K | Sell |
19,728
-39
| -0.2% | -$860 | 0.47% | 68 |
|
|
2023
Q2 | $448K | Buy |
19,767
+399
| +2% | +$9.04K | 0.47% | 67 |
|
|
2023
Q1 | $453K | Buy |
+19,368
| New | +$453K | 0.52% | 54 |
|