SPAS
Spectrum Planning & Advisory Services’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 | $409K | Sell |
17,810
-5,904
| -25% | -$136K | 0.26% | 63 |
|
|
2025
Q1 | $545K | Sell |
23,714
-273
| -1% | -$6.28K | 0.45% | 39 |
|
|
2024
Q4 | $551K | Buy |
23,987
+7,876
| +49% | +$181K | 0.48% | 32 |
|
|
2024
Q3 | $378K | Sell |
16,111
-9,387
| -37% | -$220K | 0.36% | 38 |
|
|
2024
Q2 | $578K | Buy |
+25,498
| New | +$578K | 0.56% | 30 |
|
|
2023
Q4 | $549K | Sell |
23,809
-10,130
| -30% | -$233K | 0.78% | 26 |
|
|
2023
Q3 | $748K | Sell |
33,939
-12,691
| -27% | -$280K | 1.18% | 19 |
|
|
2023
Q2 | $1.06M | Buy |
46,630
+3,017
| +7% | +$68.8K | 1.59% | 15 |
|
|
2023
Q1 | $1.02M | Sell |
43,613
-21,517
| -33% | -$503K | 1.66% | 14 |
|
|
2022
Q4 | $1.48M | Sell |
65,130
-230,149
| -78% | -$5.23M | 2.02% | 12 |
|
|
2022
Q3 | $6.72M | Buy |
295,279
+54,182
| +22% | +$1.23M | 6.79% | 5 |
|
|
2022
Q2 | $5.76M | Sell |
241,097
-22,425
| -9% | -$536K | 6.01% | 6 |
|
|
2022
Q1 | $6.56M | Buy |
263,522
+29,141
| +12% | +$726K | 6% | 6 |
|
|
2021
Q4 | $6.25M | Buy |
234,381
+18,373
| +9% | +$490K | 5.69% | 6 |
|
|
2021
Q3 | $5.73M | Sell |
216,008
-126,970
| -37% | -$3.37M | 5.62% | 6 |
|
|
2021
Q2 | $9.12M | Buy |
342,978
+14,860
| +5% | +$395K | 8.77% | 2 |
|
|
2021
Q1 | $8.59M | Buy |
328,118
+76,051
| +30% | +$1.99M | 8.83% | 2 |
|
|
2020
Q4 | $6.87M | Buy |
+252,067
| New | +$6.87M | 7.38% | 5 |
|