Sowell 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 | $3.95M | Sell |
172,012
-14,297
| -8% | -$329K | 0.16% | 132 |
|
|
2025
Q1 | $4.28M | Sell |
186,309
-2,280
| -1% | -$52.4K | 0.19% | 111 |
|
|
2024
Q4 | $4.33M | Sell |
188,589
-98,673
| -34% | -$2.27M | 0.23% | 106 |
|
|
2024
Q3 | $6.74M | Buy |
287,262
+87,254
| +44% | +$2.05M | 0.31% | 76 |
|
|
2024
Q2 | $4.51M | Buy |
200,008
+253
| +0.1% | +$5.71K | 0.22% | 116 |
|
|
2024
Q1 | $4.55M | Buy |
199,755
+49,879
| +33% | +$1.14M | 0.21% | 116 |
|
|
2023
Q4 | $3.45M | Buy |
149,876
+94,529
| +171% | +$2.18M | 0.19% | 138 |
|
|
2023
Q3 | $1.22M | Sell |
55,347
-14
| -0% | -$309 | 0.08% | 280 |
|
|
2023
Q2 | $1.27M | Sell |
55,361
-1,091
| -2% | -$25K | 0.07% | 311 |
|
|
2023
Q1 | $1.32M | Sell |
56,452
-15,361
| -21% | -$359K | 0.1% | 241 |
|
|
2022
Q4 | $1.63M | Sell |
71,813
-19,769
| -22% | -$449K | 0.11% | 224 |
|
|
2022
Q3 | $2.08M | Buy |
+91,582
| New | +$2.08M | 0.21% | 130 |
|
|
2022
Q1 | – | Sell |
-121,999
| Closed | -$3.26M | – | 289 |
|
|
2021
Q4 | $3.26M | Sell |
121,999
-11,991
| -9% | -$320K | 0.19% | 125 |
|
|
2021
Q3 | $3.56M | Sell |
133,990
-16,870
| -11% | -$448K | 0.24% | 105 |
|
|
2021
Q2 | $4.01M | Sell |
150,860
-53,076
| -26% | -$1.41M | 0.27% | 103 |
|
|
2021
Q1 | $5.39M | Buy |
203,936
+20,147
| +11% | +$532K | 0.19% | 115 |
|
|
2020
Q4 | $5.01M | Sell |
183,789
-2,455
| -1% | -$66.9K | 0.21% | 100 |
|
|
2020
Q3 | $5.21M | Buy |
186,244
+10,854
| +6% | +$303K | 0.26% | 88 |
|
|
2020
Q2 | $4.91M | Sell |
175,390
-28,924
| -14% | -$810K | 0.27% | 88 |
|
|
2020
Q1 | $5.72M | Buy |
204,314
+30,000
| +17% | +$840K | 0.42% | 53 |
|
|
2019
Q4 | $4.52M | Buy |
174,314
+58,963
| +51% | +$1.53M | 0.34% | 58 |
|
|
2019
Q3 | $3.04M | Buy |
+115,351
| New | +$3.04M | 0.25% | 86 |
|
|
2019
Q1 | $1.66M | Buy |
65,661
+23,246
| +55% | +$587K | 0.19% | 124 |
|
|
2018
Q4 | $1.05M | Buy |
+42,415
| New | +$1.05M | 0.15% | 148 |
|