Spartan Planning & Wealth Management’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 | $893K | Sell |
38,861
-172,574
| -82% | -$3.97M | 0.76% | 28 |
|
|
2025
Q1 | $4.86M | Buy |
211,435
+94,002
| +80% | +$2.16M | 4.71% | 6 |
|
|
2024
Q4 | $2.7M | Buy |
+117,433
| New | +$2.7M | 2.47% | 14 |
|
|
2023
Q4 | $6.76M | Buy |
293,619
+222,297
| +312% | +$5.12M | 7.21% | 3 |
|
|
2023
Q3 | $1.57M | Buy |
+71,322
| New | +$1.57M | 1.84% | 10 |
|
|
2022
Q4 | $1.32M | Buy |
58,071
+14,545
| +33% | +$330K | 1.64% | 10 |
|
|
2022
Q3 | $991K | Buy |
43,526
+3,527
| +9% | +$80.3K | 1.3% | 11 |
|
|
2022
Q2 | $956K | Sell |
39,999
-360
| -0.9% | -$8.6K | 1.28% | 9 |
|
|
2022
Q1 | $1.01M | Buy |
+40,359
| New | +$1.01M | 1.26% | 15 |
|