NewEdge Wealth’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 | $270K | Buy |
11,771
+1,523
| +15% | +$34.9K | ﹤0.01% | 861 |
|
2025
Q1 | $236K | Sell |
10,248
-312
| -3% | -$7.17K | ﹤0.01% | 843 |
|
2024
Q4 | $243K | Sell |
10,560
-14,425
| -58% | -$331K | ﹤0.01% | 826 |
|
2024
Q3 | $586K | Buy |
+24,985
| New | +$586K | 0.01% | 584 |
|
2024
Q2 | – | Sell |
-9,794
| Closed | -$218K | – | 789 |
|
2024
Q1 | $218K | Buy |
+9,794
| New | +$218K | ﹤0.01% | 748 |
|
2023
Q3 | – | Sell |
-16,930
| Closed | -$388K | – | 654 |
|
2023
Q2 | $388K | Buy |
+16,930
| New | +$388K | 0.01% | 501 |
|
2023
Q1 | – | Sell |
-9,129
| Closed | -$207K | – | 627 |
|
2022
Q4 | $207K | Sell |
9,129
-834
| -8% | -$18.9K | 0.01% | 512 |
|
2022
Q3 | $227K | Buy |
+9,963
| New | +$227K | 0.01% | 474 |
|