Petra Financial 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 | $501K | Sell |
21,806
-2,083
| -9% | -$47.9K | 0.32% | 83 |
|
|
2025
Q1 | $549K | Hold |
23,889
| – | – | 0.45% | 50 |
|
|
2024
Q4 | $549K | Sell |
23,889
-89
| -0.4% | -$2.05K | 0.37% | 76 |
|
|
2024
Q3 | $562K | Hold |
23,978
| – | – | 0.37% | 76 |
|
|
2024
Q2 | $541K | Hold |
23,978
| – | – | 0.39% | 72 |
|
|
2024
Q1 | $546K | Hold |
23,978
| – | – | 0.4% | 71 |
|
|
2023
Q4 | $552K | Sell |
23,978
-3,642
| -13% | -$83.9K | 0.46% | 64 |
|
|
2023
Q3 | $609K | Hold |
27,620
| – | – | 0.51% | 59 |
|
|
2023
Q2 | $632K | Buy |
+27,620
| New | +$632K | 0.56% | 53 |
|
|
2023
Q1 | – | Sell |
-27,794
| Closed | -$631K | – | 85 |
|
|
2022
Q4 | $631K | Buy |
+27,794
| New | +$631K | 0.69% | 38 |
|