Richardson Financial Services’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 | $150K | Buy |
6,563
+896
| +16% | +$20.5K | 0.1% | 171 |
|
|
2025
Q1 | $130K | Buy |
5,667
+435
| +8% | +$10K | 0.1% | 169 |
|
|
2024
Q4 | $118K | Buy |
5,232
+395
| +8% | +$8.88K | 0.08% | 182 |
|
|
2024
Q3 | $109K | Hold |
4,837
| – | – | 0.07% | 196 |
|
|
2024
Q2 | $109K | Sell |
4,837
-9
| -0.2% | -$203 | 0.08% | 184 |
|
|
2024
Q1 | $110K | Sell |
4,846
-177
| -4% | -$4.03K | 0.08% | 189 |
|
|
2023
Q4 | $116K | Buy |
+5,023
| New | +$116K | 0.1% | 164 |
|