SOA Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6K | Buy |
1,679
+1,359
| +425% | +$31.2K | 0.01% | 407 |
|
|
2025
Q1 | $7.36K | Buy |
320
+20
| +7% | +$460 | ﹤0.01% | 598 |
|
|
2024
Q4 | $6.89K | Buy |
300
+19
| +7% | +$437 | ﹤0.01% | 590 |
|
|
2024
Q3 | $6.59K | Sell |
281
-221
| -44% | -$5.18K | ﹤0.01% | 580 |
|
|
2024
Q2 | $11.3K | Buy |
502
+246
| +96% | +$5.55K | ﹤0.01% | 516 |
|
|
2024
Q1 | $5.83K | Buy |
256
+37
| +17% | +$842 | ﹤0.01% | 596 |
|
|
2023
Q4 | $5.05K | Sell |
219
-75
| -26% | -$1.73K | ﹤0.01% | 599 |
|
|
2023
Q3 | $6.48K | Buy |
294
+40
| +16% | +$882 | ﹤0.01% | 577 |
|
|
2023
Q2 | $5.82K | Buy |
254
+16
| +7% | +$366 | ﹤0.01% | 605 |
|
|
2023
Q1 | $5.56K | Buy |
238
+6
| +3% | +$140 | ﹤0.01% | 608 |
|
|
2022
Q4 | $5.27K | Buy |
232
+17
| +8% | +$386 | ﹤0.01% | 619 |
|
|
2022
Q3 | $4K | Buy |
215
+2
| +0.9% | +$37 | ﹤0.01% | 624 |
|
|
2022
Q2 | $5K | Sell |
213
-12
| -5% | -$282 | ﹤0.01% | 586 |
|
|
2022
Q1 | $5K | Buy |
225
+24
| +12% | +$533 | ﹤0.01% | 685 |
|
|
2021
Q4 | $5K | Buy |
201
+1
| +0.5% | +$25 | ﹤0.01% | 658 |
|
|
2021
Q3 | $5K | Buy |
200
+2
| +1% | +$50 | ﹤0.01% | 683 |
|
|
2021
Q2 | $5K | Buy |
198
+5
| +3% | +$126 | ﹤0.01% | 666 |
|
|
2021
Q1 | $5K | Buy |
193
+22
| +13% | +$570 | ﹤0.01% | 618 |
|
|
2020
Q4 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 628 |
|