OneDigital 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 | $1.04M | Sell |
45,310
-2,302
| -5% | -$52.9K | 0.01% | 630 |
|
|
2025
Q1 | $1.09M | Sell |
47,612
-3,052
| -6% | -$70.2K | 0.01% | 573 |
|
|
2024
Q4 | $1.16M | Sell |
50,664
-16,255
| -24% | -$374K | 0.01% | 581 |
|
|
2024
Q3 | $1.57M | Sell |
66,919
-48,449
| -42% | -$1.14M | 0.02% | 509 |
|
|
2024
Q2 | $2.6M | Buy |
115,368
+69,612
| +152% | +$1.57M | 0.03% | 362 |
|
|
2024
Q1 | $1.04M | Sell |
45,756
-5,654
| -11% | -$129K | 0.02% | 493 |
|
|
2023
Q4 | $1.18M | Buy |
51,410
+16,084
| +46% | +$371K | 0.02% | 419 |
|
|
2023
Q3 | $779K | Buy |
35,326
+7,881
| +29% | +$174K | 0.02% | 495 |
|
|
2023
Q2 | $628K | Sell |
27,445
-52,370
| -66% | -$1.2M | 0.01% | 557 |
|
|
2023
Q1 | $1.87M | Buy |
79,815
+14,942
| +23% | +$349K | 0.04% | 285 |
|
|
2022
Q4 | $1.47M | Buy |
64,873
+41,337
| +176% | +$939K | 0.04% | 290 |
|
|
2022
Q3 | $536K | Buy |
23,536
+13,366
| +131% | +$304K | 0.02% | 438 |
|
|
2022
Q2 | $243K | Sell |
10,170
-5,058
| -33% | -$121K | 0.01% | 610 |
|
|
2022
Q1 | $379K | Buy |
15,228
+138
| +0.9% | +$3.44K | 0.01% | 519 |
|
|
2021
Q4 | $403K | Buy |
15,090
+1,413
| +10% | +$37.7K | 0.01% | 503 |
|
|
2021
Q3 | $363K | Buy |
13,677
+2,987
| +28% | +$79.3K | 0.01% | 516 |
|
|
2021
Q2 | $284K | Buy |
+10,690
| New | +$284K | 0.01% | 564 |
|