Plante Moran 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 | – | Sell |
-242
| Closed | -$5.56K | – | 810 |
|
|
2025
Q1 | $5.56K | Buy |
+242
| New | +$5.56K | ﹤0.01% | 637 |
|
|
2024
Q4 | – | Sell |
-255
| Closed | -$5.98K | – | 950 |
|
|
2024
Q3 | $5.98K | Buy |
+255
| New | +$5.98K | ﹤0.01% | 663 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$441 | – | 862 |
|
|
2023
Q3 | $441 | Buy |
+20
| New | +$441 | ﹤0.01% | 714 |
|
|
2022
Q3 | – | Sell |
-293
| Closed | -$7K | – | 937 |
|
|
2022
Q2 | $7K | Buy |
293
+275
| +1,528% | +$6.57K | ﹤0.01% | 658 |
|
|
2022
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 887 |
|
|
2021
Q3 | – | Sell |
-23
| Closed | -$1K | – | 961 |
|
|
2021
Q2 | $1K | Sell |
23
-294
| -93% | -$12.8K | ﹤0.01% | 908 |
|
|
2021
Q1 | $8K | Buy |
+317
| New | +$8K | ﹤0.01% | 690 |
|
|
2020
Q4 | – | Sell |
-93
| Closed | -$3K | – | 937 |
|
|
2020
Q3 | $3K | Buy |
93
+20
| +27% | +$645 | ﹤0.01% | 745 |
|
|
2020
Q2 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 667 |
|
|
2019
Q4 | – | Sell |
-24
| Closed | -$1K | – | 805 |
|
|
2019
Q3 | $1K | Buy |
24
+6
| +33% | +$250 | ﹤0.01% | 818 |
|
|
2019
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 794 |
|
|
2016
Q1 | – | Sell |
-727
| Closed | -$18K | – | 928 |
|
|
2015
Q4 | $18K | Buy |
+727
| New | +$18K | 0.01% | 467 |
|