Seneca 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 | $20.7M | Buy |
902,112
+86,403
| +11% | +$1.99M | 7.99% | 3 |
|
|
2025
Q1 | $18.7M | Buy |
815,709
+30,630
| +4% | +$704K | 9.09% | 2 |
|
|
2024
Q4 | $18M | Buy |
785,079
+57,459
| +8% | +$1.32M | 8.96% | 3 |
|
|
2024
Q3 | $17.1M | Buy |
727,620
+40,908
| +6% | +$959K | 8.3% | 4 |
|
|
2024
Q2 | $15.5M | Buy |
686,712
+280,733
| +69% | +$6.34M | 8.03% | 3 |
|
|
2024
Q1 | $9.24M | Buy |
+405,979
| New | +$9.24M | 4.93% | 5 |
|